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EPIQ Capital Group, LLC: IWV position timeline

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

EPIQ Capital Group, LLC held 1,703 IWV shares at 2024-12-31 per its 13F-HR filed 2025-02-07.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 1,703 shares
    Change vs previous 13F +45 shares

    0.15% of the 13F portfolio, value $569,295.

    13F-HR 0001879202-25-000001 filed by EPIQ Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 1,658 shares
    Change vs previous 13F +5 shares

    0.16% of the 13F portfolio, value $541,736.

    13F-HR 0001879202-24-000060 filed by EPIQ Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 1,653 shares
    Change vs previous 13F +5 shares

    0.18% of the 13F portfolio, value $510,106.

    13F-HR 0001879202-24-000036 filed by EPIQ Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 1,648 shares
    Change vs previous 13F +4 shares

    0.2% of the 13F portfolio, value $494,661.

    13F-HR 0001879202-24-000026 filed by EPIQ Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 1,644 shares
    Change vs previous 13F -67 shares

    0.21% of the 13F portfolio, value $450,107.

    13F-HR 0001879202-24-000001 filed by EPIQ Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 1,711 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $420,997.

    13F-HR 0001879202-23-000023 filed by EPIQ Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 1,711 shares
    Change vs previous 13F +5 shares

    0.23% of the 13F portfolio, value $435,389.

    13F-HR 0001879202-23-000017 filed by EPIQ Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 1,706 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $401,709.

    13F-HR 0001879202-23-000010 filed by EPIQ Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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