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Dunhill Financial, LLC: IWV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Dunhill Financial, LLC on IWV, newest first. How the timeline and the estimate are built.

Dunhill Financial, LLC held 4,278 IWV shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,278 shares
    Change vs previous 13F -49 shares

    0.37% of the 13F portfolio, value $1,824,216.

    13F-HR 0001948904-26-000003 filed by Dunhill Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 4,327 shares
    Change vs previous 13F -75 shares

    0.38% of the 13F portfolio, value $1,604,146.

    13F-HR 0001948904-26-000002 filed by Dunhill Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 4,402 shares
    Change vs previous 13F -74 shares

    0.42% of the 13F portfolio, value $1,703,015.

    13F-HR 0001948904-26-000001 filed by Dunhill Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 4,476 shares
    Change vs previous 13F -270 shares

    0.44% of the 13F portfolio, value $1,695,965.

    13F-HR 0001948904-25-000008 filed by Dunhill Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 4,746 shares
    Change vs previous 13F -915 shares

    0.48% of the 13F portfolio, value $1,665,929.

    13F-HR 0001948904-25-000005 filed by Dunhill Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 5,661 shares
    Change vs previous 13F -1,139 shares

    0.82% of the 13F portfolio, value $1,798,187.

    13F-HR 0001948904-25-000004 filed by Dunhill Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 6,800 shares
    Change vs previous 13F +333 shares

    1.06% of the 13F portfolio, value $2,272,782.

    13F-HR 0001948904-25-000001 filed by Dunhill Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 6,467 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $2,112,966.

    13F-HR 0001948904-24-000005 filed by Dunhill Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).