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First Heartland Consultants, Inc.: IWV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of First Heartland Consultants, Inc. on IWV, newest first. How the timeline and the estimate are built.

First Heartland Consultants, Inc. held 10,097 IWV shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 10,097 shares
    Change vs previous 13F -627 shares

    0.29% of the 13F portfolio, value $4,358,549.

    13F-HR 0001214659-26-012670 filed by First Heartland Consultants, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 10,724 shares
    Change vs previous 13F -19 shares

    0.3% of the 13F portfolio, value $4,572,768.

    13F-HR 0001214659-26-008353 filed by First Heartland Consultants, Inc.
    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 10,743 shares
    Change vs previous 13F -130 shares

    0.31% of the 13F portfolio, value $3,982,369.

    13F-HR 0001214659-26-004432 filed by First Heartland Consultants, Inc.
    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 10,873 shares
    Change vs previous 13F -11 shares

    0.32% of the 13F portfolio, value $4,206,299.

    13F-HR 0001214659-26-000326 filed by First Heartland Consultants, Inc.
    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 10,884 shares
    Change vs previous 13F -37 shares

    0.33% of the 13F portfolio, value $4,124,312.

    13F-HR 0001214659-25-016153 filed by First Heartland Consultants, Inc.
    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 10,921 shares
    Change vs previous 13F -15,299 shares

    0.34% of the 13F portfolio, value $3,833,425.

    13F-HR 0001214659-25-012366 filed by First Heartland Consultants, Inc.
    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 26,220 shares
    Change vs previous 13F -1,335 shares

    0.86% of the 13F portfolio, value $8,328,591.

    13F-HR 0001214659-25-007055 filed by First Heartland Consultants, Inc.
    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 27,555 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $9,210,167.

    13F-HR 0001214659-25-002909 filed by First Heartland Consultants, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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