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Disclosery

Financial Council, LLC: IWV position timeline

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

Financial Council, LLC held 14,651 IWV shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,651 shares
    Change vs previous 13F +146 shares

    2.03% of the 13F portfolio, value $6,247,354.

    13F-HR 0001883629-26-000005 filed by Financial Council, 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 14,505 shares
    Change vs previous 13F -155 shares

    2.07% of the 13F portfolio, value $5,376,736.

    13F-HR 0001883629-26-000003 filed by Financial Council, 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 14,660 shares
    Change vs previous 13F -10 shares

    2.26% of the 13F portfolio, value $5,671,258.

    13F-HR 0001883629-26-000001 filed by Financial Council, 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 14,670 shares
    Change vs previous 13F -150 shares

    2.47% of the 13F portfolio, value $5,559,043.

    13F-HR 0001883629-25-000004 filed by Financial Council, 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 14,820 shares
    Change vs previous 13F -824 shares

    2.51% of the 13F portfolio, value $5,201,937.

    13F-HR 0001085146-25-003994 filed by Financial Council, 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 15,644 shares
    Change vs previous 13F -119 shares

    2.68% of the 13F portfolio, value $4,969,308.

    13F-HR 0001085146-25-002093 filed by Financial Council, 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 15,763 shares
    Change vs previous 13F +5 shares

    2.72% of the 13F portfolio, value $5,268,674.

    13F-HR 0001085146-25-000849 filed by Financial Council, 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 15,758 shares
    Change vs previous 13F not available

    2.68% of the 13F portfolio, value $5,148,682.

    13F-HR 0001883629-24-000008 filed by Financial Council, LLC
    Filed (acceptance time not in the bulk data set), ingested

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