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Disclosery

FWG Investments, LLC.: IWY position timeline

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

FWG Investments, LLC. held 16,809 IWY shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,809 shares
    Change vs previous 13F -258 shares

    2.58% of the 13F portfolio, value $4,884,933.

    13F-HR 0001944877-26-000003 filed by FWG Investments, 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 17,067 shares
    Change vs previous 13F -482 shares

    2.7% of the 13F portfolio, value $4,246,861.

    13F-HR 0001944877-26-000002 filed by FWG Investments, 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 17,549 shares
    Change vs previous 13F +392 shares

    3.1% of the 13F portfolio, value $4,860,089.

    13F-HR 0001944877-26-000001 filed by FWG Investments, 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 17,157 shares
    Change vs previous 13F +581 shares

    3.22% of the 13F portfolio, value $4,694,918.

    13F-HR 0001944877-25-000014 filed by FWG Investments, 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 16,576 shares
    Change vs previous 13F -147 shares

    3.11% of the 13F portfolio, value $4,086,240.

    13F-HR 0001944877-25-000011 filed by FWG Investments, 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 16,723 shares
    Change vs previous 13F -926 shares

    4.14% of the 13F portfolio, value $3,527,635.

    13F-HR 0001944877-25-000009 filed by FWG Investments, 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 17,649 shares
    Change vs previous 13F -635 shares

    3.23% of the 13F portfolio, value $4,152,253.

    13F-HR 0001944877-25-000008 filed by FWG Investments, 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/A 18,284 shares
    Change vs previous 13F not available

    3.48% of the 13F portfolio, value $4,023,350.

    13F-HR/A 0001944877-25-000004 filed by FWG Investments, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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