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FFT WEALTH MANAGEMENT LLC: IWV position timeline

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

FFT WEALTH MANAGEMENT LLC held 136,855 IWV shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 136,855 shares
    Change vs previous 13F -1,047 shares

    9.14% of the 13F portfolio, value $58,354,913.

    13F-HR 0001653199-26-000004 filed by FFT WEALTH MANAGEMENT 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 137,902 shares
    Change vs previous 13F +1,221 shares

    9.25% of the 13F portfolio, value $51,117,619.

    13F-HR 0001653199-26-000003 filed by FFT WEALTH MANAGEMENT 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 136,681 shares
    Change vs previous 13F +183 shares

    10.07% of the 13F portfolio, value $52,875,183.

    13F-HR 0001653199-26-000001 filed by FFT WEALTH MANAGEMENT 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 136,498 shares
    Change vs previous 13F +487 shares

    9.5% of the 13F portfolio, value $51,724,379.

    13F-HR 0001653199-25-000005 filed by FFT WEALTH MANAGEMENT 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 136,011 shares
    Change vs previous 13F +6,432 shares

    9.6% of the 13F portfolio, value $48,833,554.

    13F-HR 0001653199-25-000003 filed by FFT WEALTH MANAGEMENT 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 129,579 shares
    Change vs previous 13F -12,732 shares

    8.61% of the 13F portfolio, value $41,159,470.

    13F-HR 0001653199-25-000002 filed by FFT WEALTH MANAGEMENT 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 142,311 shares
    Change vs previous 13F +8,482 shares

    3.58% of the 13F portfolio, value $47,567,493.

    13F-HR 0000919574-25-000806 filed by FFT WEALTH MANAGEMENT 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 133,829 shares
    Change vs previous 13F not available

    3.32% of the 13F portfolio, value $43,725,962.

    13F-HR 0000919574-24-006272 filed by FFT WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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