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First Horizon Advisors, Inc.: IWV position timeline

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

First Horizon Advisors, Inc. held 49,127 IWV shares at 2025-06-30 per its 13F-HR filed 2025-08-06.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 49,127 shares
    Change vs previous 13F +5,354 shares

    0.45% of the 13F portfolio, value $17,243,577.

    13F-HR 0001588539-25-000003 filed by First Horizon Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 43,773 shares
    Change vs previous 13F -14,643 shares

    0.39% of the 13F portfolio, value $13,904,056.

    13F-HR 0001588539-25-000002 filed by First Horizon Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 58,416 shares
    Change vs previous 13F +16,500 shares

    0.55% of the 13F portfolio, value $19,525,550.

    13F-HR 0001588539-25-000001 filed by First Horizon Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 41,916 shares
    Change vs previous 13F -728 shares

    0.38% of the 13F portfolio, value $13,695,214.

    13F-HR 0000036966-24-000096 filed by First Horizon Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 42,644 shares
    Change vs previous 13F +900 shares

    0.4% of the 13F portfolio, value $13,162,923.

    13F-HR 0000036966-24-000075 filed by First Horizon Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 41,744 shares
    Change vs previous 13F -18,453 shares

    0.39% of the 13F portfolio, value $12,526,539.

    13F-HR 0001588539-24-000002 filed by First Horizon Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 60,197 shares
    Change vs previous 13F +18,736 shares

    0.54% of the 13F portfolio, value $16,478,326.

    13F-HR 0001588539-24-000001 filed by First Horizon Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 41,461 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $10,160,432.

    13F-HR 0001588539-23-000003 filed by First Horizon Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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