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Disclosery

Fiduciary Group, LLC: IWY position timeline

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

Fiduciary Group, LLC held 27,323 IWY shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,323 shares
    Change vs previous 13F +846 shares

    0.62% of the 13F portfolio, value $7,940,612.

    13F-HR 0001645890-26-000003 filed by Fiduciary Group, 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 26,477 shares
    Change vs previous 13F +2,040 shares

    0.56% of the 13F portfolio, value $6,588,538.

    13F-HR 0001645890-26-000002 filed by Fiduciary Group, 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 24,437 shares
    Change vs previous 13F +1,343 shares

    0.57% of the 13F portfolio, value $6,767,584.

    13F-HR 0001645890-26-000001 filed by Fiduciary Group, 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 23,094 shares
    Change vs previous 13F +2,478 shares

    0.56% of the 13F portfolio, value $6,319,675.

    13F-HR 0001645890-25-000013 filed by Fiduciary Group, 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 20,616 shares
    Change vs previous 13F +1,819 shares

    0.48% of the 13F portfolio, value $5,082,052.

    13F-HR 0001645890-25-000004 filed by Fiduciary Group, 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 18,797 shares
    Change vs previous 13F +2,129 shares

    0.4% of the 13F portfolio, value $3,965,040.

    13F-HR 0001645890-25-000003 filed by Fiduciary Group, 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 16,668 shares
    Change vs previous 13F +1,055 shares

    0.39% of the 13F portfolio, value $3,921,482.

    13F-HR 0001645890-25-000001 filed by Fiduciary Group, 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 15,613 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $3,435,641.

    13F-HR 0001645890-24-000006 filed by Fiduciary Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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