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Disclosery

Finley Financial, LLC: IWV position timeline

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

Finley Financial, LLC held 69,374 IWV shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 69,374 shares
    Change vs previous 13F -1,373 shares

    11.91% of the 13F portfolio, value $29,580,860.

    13F-HR 0002047823-26-000003 filed by Finley Financial, 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 70,747 shares
    Change vs previous 13F -1,091 shares

    12.28% of the 13F portfolio, value $26,224,572.

    13F-HR 0002047823-26-000002 filed by Finley Financial, 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 71,838 shares
    Change vs previous 13F -532 shares

    12.73% of the 13F portfolio, value $27,790,608.

    13F-HR 0002047823-26-000001 filed by Finley Financial, 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 72,370 shares
    Change vs previous 13F +1,929 shares

    12.69% of the 13F portfolio, value $27,423,964.

    13F-HR 0002047823-25-000006 filed by Finley Financial, 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 70,441 shares
    Change vs previous 13F -283 shares

    12.43% of the 13F portfolio, value $24,724,621.

    13F-HR 0002047823-25-000005 filed by Finley Financial, 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 70,724 shares
    Change vs previous 13F -148 shares

    12.42% of the 13F portfolio, value $22,291,370.

    13F-HR 0002047823-25-000002 filed by Finley Financial, 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 70,872 shares
    Change vs previous 13F not available

    12.5% of the 13F portfolio, value $24,020,510.

    13F-HR 0002047823-25-000001 filed by Finley Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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