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Disclosery

FWG Holdings, LLC: IWV position timeline

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

FWG Holdings, LLC held 1,684 IWV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,684 shares
    Change vs previous 13F +362 shares

    0.25% of the 13F portfolio, value $708,278.

    13F-HR 0001862067-26-000004 filed by FWG Holdings, 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 1,322 shares
    Change vs previous 13F -661 shares

    0.19% of the 13F portfolio, value $496,437.

    13F-HR 0001862067-26-000003 filed by FWG Holdings, 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/A 1,983 shares
    Change vs previous 13F -134 shares

    0.3% of the 13F portfolio, value $778,512.

    13F-HR/A 0001862067-26-000002 filed by FWG Holdings, 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 2,117 shares
    Change vs previous 13F -18 shares

    0.36% of the 13F portfolio, value $825,080.

    13F-HR 0001862067-25-000002 filed by FWG Holdings, 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 2,135 shares
    Change vs previous 13F 0 shares

    0.36% of the 13F portfolio, value $766,155.

    13F-HR 0001951757-25-001036 filed by FWG Holdings, 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 2,135 shares
    Change vs previous 13F -25 shares

    0.33% of the 13F portfolio, value $673,069.

    13F-HR 0001951757-25-000492 filed by FWG Holdings, 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 2,160 shares
    Change vs previous 13F -1 shares

    0.35% of the 13F portfolio, value $739,447.

    13F-HR 0001951757-25-000204 filed by FWG Holdings, 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 2,161 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $714,893.

    13F-HR 0001951757-24-001184 filed by FWG Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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