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Disclosery

Fund Evaluation Group, LLC: IWP position timeline

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

Fund Evaluation Group, LLC held 13,074 IWP 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 13,074 shares
    Change vs previous 13F +222 shares

    0.05% of the 13F portfolio, value $1,914,189.

    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 12,852 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,646,629.

    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).