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Disclosery

Fund Evaluation Group, LLC: IWO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Fund Evaluation Group, LLC on IWO, newest first. How the timeline and the estimate are built.

Fund Evaluation Group, LLC held 33,679 IWO shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,679 shares
    Change vs previous 13F -1,477 shares

    0.36% of the 13F portfolio, value $13,268,179.

    13F-HR 0001420506-26-001466 filed by Fund Evaluation Group, 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 35,156 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $11,032,304.

    13F-HR 0001420506-26-000854 filed by Fund Evaluation Group, 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 35,156 shares
    Change vs previous 13F +2,498 shares

    0.38% of the 13F portfolio, value $11,355,740.

    13F-HR 0001420506-26-000294 filed by Fund Evaluation Group, 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 32,658 shares
    Change vs previous 13F 0 shares

    0.38% of the 13F portfolio, value $10,451,866.

    13F-HR 0001420506-25-003080 filed by Fund Evaluation Group, 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 32,658 shares
    Change vs previous 13F 0 shares

    0.36% of the 13F portfolio, value $9,335,616.

    13F-HR 0001420506-25-001768 filed by Fund Evaluation Group, 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 32,658 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $8,345,099.

    13F-HR 0001420506-25-000826 filed by Fund Evaluation Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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