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Disclosery

Family Manage LLC: IWY position timeline

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

Family Manage LLC held 32,971 IWY shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,971 shares
    Change vs previous 13F -1,452 shares

    1.01% of the 13F portfolio, value $9,582,079.

    13F-HR 0001398344-26-014630 filed by Family Manage 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 34,423 shares
    Change vs previous 13F -15,884 shares

    1.03% of the 13F portfolio, value $8,565,838.

    13F-HR 0001398344-26-009312 filed by Family Manage 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 50,307 shares
    Change vs previous 13F -490 shares

    1.76% of the 13F portfolio, value $13,932,021.

    13F-HR 0001398344-26-003235 filed by Family Manage 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 50,797 shares
    Change vs previous 13F +7,620 shares

    1.93% of the 13F portfolio, value $13,900,599.

    13F-HR 0001398344-25-020877 filed by Family Manage 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 43,177 shares
    Change vs previous 13F -9,799 shares

    1.62% of the 13F portfolio, value $10,643,562.

    13F-HR 0001398344-25-015679 filed by Family Manage 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 52,976 shares
    Change vs previous 13F +25,156 shares

    1.85% of the 13F portfolio, value $11,174,767.

    13F-HR 0001398344-25-009654 filed by Family Manage 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 27,820 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $6,537,452.

    13F-HR 0001398344-25-002872 filed by Family Manage LLC
    Filed (acceptance time not in the bulk data set), ingested

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