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Disclosery

Fund Evaluation Group, LLC: IWR position timeline

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

Fund Evaluation Group, LLC held 35,293 IWR 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 35,293 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $3,893,524.

    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 35,293 shares
    Change vs previous 13F +6,218 shares

    0.11% of the 13F portfolio, value $3,431,538.

    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 29,075 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $2,799,050.

    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 29,075 shares
    Change vs previous 13F -120,941 shares

    0.1% of the 13F portfolio, value $2,807,191.

    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 150,016 shares
    Change vs previous 13F -1,252 shares

    0.53% of the 13F portfolio, value $13,796,972.

    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 151,268 shares
    Change vs previous 13F +30,591 shares

    0.56% of the 13F portfolio, value $12,868,369.

    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).

  7. period ended2024-12-31
    13F 120,677 shares
    Change vs previous 13F -770 shares

    0.5% of the 13F portfolio, value $10,667,803.

    13F-HR 0001420506-25-000306 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).

  8. period ended2024-09-30
    13F 121,447 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $10,704,000.

    13F-HR 0001356249-24-000008 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).