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Disclosery

Family Office Research LLC: IWV position timeline

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

Family Office Research LLC held 8,887 IWV shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 8,887 shares
    Change vs previous 13F +15 shares

    1.48% of the 13F portfolio, value $3,836,186.

    13F-HR 0001172661-26-004535 filed by Family Office Research LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 8,872 shares
    Change vs previous 13F -143 shares

    1.42% of the 13F portfolio, value $3,783,215.

    13F-HR 0001172661-26-002809 filed by Family Office Research LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 9,015 shares
    Change vs previous 13F -27 shares

    1.45% of the 13F portfolio, value $3,341,755.

    13F-HR 0001172661-26-001761 filed by Family Office Research LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 9,042 shares
    Change vs previous 13F -45 shares

    1.44% of the 13F portfolio, value $3,529,657.

    13F-HR 0001172661-26-000542 filed by Family Office Research LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 9,087 shares
    Change vs previous 13F -101 shares

    1.51% of the 13F portfolio, value $3,443,512.

    13F-HR 0001172661-25-004576 filed by Family Office Research LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 9,188 shares
    Change vs previous 13F -73 shares

    1.53% of the 13F portfolio, value $3,225,036.

    13F-HR 0001172661-25-003381 filed by Family Office Research LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 9,261 shares
    Change vs previous 13F -1,159 shares

    1.43% of the 13F portfolio, value $2,941,778.

    13F-HR 0001172661-25-002402 filed by Family Office Research LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 10,420 shares
    Change vs previous 13F not available

    1.53% of the 13F portfolio, value $3,483,030.

    13F-HR 0001172661-25-000759 filed by Family Office Research LLC
    Filed (acceptance time not in the bulk data set), ingested

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