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FORTE ASSET MANAGEMENT LLC: IWV position timeline

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

FORTE ASSET MANAGEMENT LLC held 18,905 IWV shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 18,905 shares
    Change vs previous 13F +172 shares

    3.29% of the 13F portfolio, value $8,160,735.

    13F-HR 0001927129-26-000004 filed by FORTE ASSET MANAGEMENT LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 18,733 shares
    Change vs previous 13F +137 shares

    3.27% of the 13F portfolio, value $7,987,933.

    13F-HR 0001927129-26-000003 filed by FORTE ASSET MANAGEMENT LLC
    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 18,596 shares
    Change vs previous 13F -4,749 shares

    3.03% of the 13F portfolio, value $6,893,308.

    13F-HR 0001927129-26-000002 filed by FORTE ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 23,345 shares
    Change vs previous 13F -15 shares

    4.1% of the 13F portfolio, value $9,031,149.

    13F-HR 0001927129-26-000001 filed by FORTE ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 23,360 shares
    Change vs previous 13F -5 shares

    4.26% of the 13F portfolio, value $8,852,146.

    13F-HR 0001927129-25-000005 filed by FORTE ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 23,365 shares
    Change vs previous 13F -5,046 shares

    4.18% of the 13F portfolio, value $8,201,195.

    13F-HR 0001927129-25-000004 filed by FORTE ASSET MANAGEMENT LLC
    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 28,411 shares
    Change vs previous 13F +1,932 shares

    4.55% of the 13F portfolio, value $9,024,523.

    13F-HR 0001927129-25-000002 filed by FORTE ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 26,479 shares
    Change vs previous 13F not available

    4.7% of the 13F portfolio, value $8,850,639.

    13F-HR 0001927129-25-000001 filed by FORTE ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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