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Disclosery

Fluent Financial, LLC: IWV position timeline

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

Fluent Financial, LLC held 1,160 IWV shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,160 shares
    Change vs previous 13F +16 shares

    0.18% of the 13F portfolio, value $494,624.

    13F-HR 0001722283-26-000004 filed by Fluent 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 1,144 shares
    Change vs previous 13F +54 shares

    0.16% of the 13F portfolio, value $447,201.

    13F-HR 0001722283-26-000003 filed by Fluent 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 1,090 shares
    Change vs previous 13F -56 shares

    0.16% of the 13F portfolio, value $421,667.

    13F-HR 0001722283-26-000001 filed by Fluent 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 1,146 shares
    Change vs previous 13F +19 shares

    0.17% of the 13F portfolio, value $434,265.

    13F-HR 0001085146-25-005912 filed by Fluent 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 1,127 shares
    Change vs previous 13F +6 shares

    0.16% of the 13F portfolio, value $395,577.

    13F-HR 0001085146-25-004081 filed by Fluent 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 1,121 shares
    Change vs previous 13F +23 shares

    0.16% of the 13F portfolio, value $356,105.

    13F-HR 0001085146-25-002030 filed by Fluent 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 1,098 shares
    Change vs previous 13F -3 shares

    0.16% of the 13F portfolio, value $367,024.

    13F-HR 0001085146-25-001784 filed by Fluent Financial, 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 1,101 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $359,729.

    13F-HR 0001085146-24-004651 filed by Fluent Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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