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Disclosery

Foundation Wealth Management, LLC\PA: IWV position timeline

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

Foundation Wealth Management, LLC\PA held 8,541 IWV shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,541 shares
    Change vs previous 13F -234 shares

    1.1% of the 13F portfolio, value $3,641,882.

    13F-HR 0001754960-26-000577 filed by Foundation Wealth Management, LLC\PA
    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 8,775 shares
    Change vs previous 13F +7 shares

    1.15% of the 13F portfolio, value $3,252,717.

    13F-HR 0001754960-26-000300 filed by Foundation Wealth Management, LLC\PA
    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 8,768 shares
    Change vs previous 13F -518 shares

    1.23% of the 13F portfolio, value $3,391,901.

    13F-HR 0001754960-26-000072 filed by Foundation Wealth Management, LLC\PA
    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 9,286 shares
    Change vs previous 13F -55 shares

    1.36% of the 13F portfolio, value $3,518,837.

    13F-HR 0001754960-25-000699 filed by Foundation Wealth Management, LLC\PA
    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 9,341 shares
    Change vs previous 13F -103 shares

    1.42% of the 13F portfolio, value $3,278,691.

    13F-HR 0001754960-25-000557 filed by Foundation Wealth Management, LLC\PA
    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 9,444 shares
    Change vs previous 13F 0 shares

    1.43% of the 13F portfolio, value $2,999,792.

    13F-HR 0001085146-25-002255 filed by Foundation Wealth Management, LLC\PA
    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 9,444 shares
    Change vs previous 13F not available

    1.53% of the 13F portfolio, value $3,156,657.

    13F-HR 0001085146-25-001032 filed by Foundation Wealth Management, LLC\PA
    Filed (acceptance time not in the bulk data set), ingested

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