GLOBALT Investments LLC / GA: IWP position timeline

GLOBALT Investments LLC / GA held 43,375 IWP shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 43,375 shares

   Change vs previous 13F -2,900 shares

   0.21% of the 13F portfolio, value $6,350,534.

   13F-HR 0002085853-26-000974 filed by GLOBALT Investments LLC / GA
   Filed 2026-08-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 46,275 shares

   Change vs previous 13F -333,749 shares

   0.21% of the 13F portfolio, value $5,928,753.

   13F-HR 0002085853-26-000597 filed by GLOBALT Investments LLC / GA
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 380,024 shares

   Change vs previous 13F -3,946 shares

   1.9% of the 13F portfolio, value $52,040,450.

   13F-HR 0002085853-26-000207 filed by GLOBALT Investments LLC / GA
   Filed 2026-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 383,970 shares

   Change vs previous 13F -8,298 shares

   2% of the 13F portfolio, value $54,681,102.

   13F-HR 0002085853-25-000087 filed by GLOBALT Investments LLC / GA
   Filed 2025-10-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 392,268 shares

   Change vs previous 13F -36,250 shares

   2.08% of the 13F portfolio, value $54,399,705.

   13F-HR 0001667731-25-001023 filed by GLOBALT Investments LLC / GA
   Filed 2025-07-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 428,518 shares

   Change vs previous 13F -402,265 shares

   2.06% of the 13F portfolio, value $50,346,562.

   13F-HR 0001667731-25-000602 filed by GLOBALT Investments LLC / GA
   Filed 2025-05-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 830,783 shares

   Change vs previous 13F -47,995 shares

   4.03% of the 13F portfolio, value $105,301,742.

   13F-HR 0001667731-25-000233 filed by GLOBALT Investments LLC / GA
   Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 878,778 shares

   Change vs previous 13F not available

   3.86% of the 13F portfolio, value $103,071,872.

   13F-HR 0001951368-24-000003 filed by GLOBALT Investments LLC / GA
   Filed 2024-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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