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Fairvoy Private Wealth, LLC: IWD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Fairvoy Private Wealth, LLC on IWD, newest first. How the timeline and the estimate are built.

Fairvoy Private Wealth, LLC held 5,396 IWD shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,396 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $1,308,217.

    13F-HR 0002046607-26-000003 filed by Fairvoy Private Wealth, 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 5,396 shares
    Change vs previous 13F -448 shares

    0.28% of the 13F portfolio, value $1,153,020.

    13F-HR 0002046607-26-000002 filed by Fairvoy Private Wealth, 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 5,844 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $1,229,283.

    13F-HR 0002046607-26-000001 filed by Fairvoy Private Wealth, 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 5,844 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $1,189,834.

    13F-HR 0002046607-25-000006 filed by Fairvoy Private Wealth, 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 5,844 shares
    Change vs previous 13F +146 shares

    0.28% of the 13F portfolio, value $1,135,132.

    13F-HR 0002046607-25-000003 filed by Fairvoy Private Wealth, 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 5,698 shares
    Change vs previous 13F +114 shares

    0.29% of the 13F portfolio, value $1,072,186.

    13F-HR 0002046607-25-000002 filed by Fairvoy Private Wealth, 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 5,584 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,033,815.

    13F-HR 0002046607-25-000001 filed by Fairvoy Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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