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Disclosery

Evensky & Katz LLC: IWV position timeline

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

Evensky & Katz LLC held 336,531 IWV shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 336,531 shares
    Change vs previous 13F -4,274 shares

    7.41% of the 13F portfolio, value $143,497,000.

    13F-HR 0001357867-26-000008 filed by Evensky & Katz 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 340,805 shares
    Change vs previous 13F -5,100 shares

    7.19% of the 13F portfolio, value $126,330,000.

    13F-HR 0001357867-26-000006 filed by Evensky & Katz 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 345,905 shares
    Change vs previous 13F -3,535 shares

    7.55% of the 13F portfolio, value $133,813,000.

    13F-HR 0001357867-26-000003 filed by Evensky & Katz 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 349,440 shares
    Change vs previous 13F -11,404 shares

    7.68% of the 13F portfolio, value $132,417,000.

    13F-HR 0001357867-25-000011 filed by Evensky & Katz 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 360,844 shares
    Change vs previous 13F -4,360 shares

    7.73% of the 13F portfolio, value $126,656,000.

    13F-HR 0001357867-25-000005 filed by Evensky & Katz 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 365,204 shares
    Change vs previous 13F -13,565 shares

    7.78% of the 13F portfolio, value $116,004,000.

    13F-HR 0001357867-25-000004 filed by Evensky & Katz 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 378,769 shares
    Change vs previous 13F -11,154 shares

    8.28% of the 13F portfolio, value $126,604,000.

    13F-HR 0001357867-25-000003 filed by Evensky & Katz 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 389,923 shares
    Change vs previous 13F not available

    8.3% of the 13F portfolio, value $127,399,000.

    13F-HR 0001357867-24-000006 filed by Evensky & Katz LLC
    Filed (acceptance time not in the bulk data set), ingested

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