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GLOBALT Investments LLC / GA: IWX position timeline

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

GLOBALT Investments LLC / GA held 62,611 IWX 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 62,611 shares
    Change vs previous 13F -1,013 shares

    0.22% of the 13F portfolio, value $6,584,225.

    13F-HR 0002085853-26-000974 filed by GLOBALT Investments LLC / GA
    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 63,624 shares
    Change vs previous 13F -1,536 shares

    0.21% of the 13F portfolio, value $5,896,082.

    13F-HR 0002085853-26-000597 filed by GLOBALT Investments LLC / GA
    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 65,160 shares
    Change vs previous 13F -1,454 shares

    0.22% of the 13F portfolio, value $5,985,598.

    13F-HR 0002085853-26-000207 filed by GLOBALT Investments LLC / GA
    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 66,614 shares
    Change vs previous 13F -268 shares

    0.21% of the 13F portfolio, value $5,854,038.

    13F-HR 0002085853-25-000087 filed by GLOBALT Investments LLC / GA
    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 66,882 shares
    Change vs previous 13F -770 shares

    0.22% of the 13F portfolio, value $5,630,796.

    13F-HR 0001667731-25-001023 filed by GLOBALT Investments LLC / GA
    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 67,652 shares
    Change vs previous 13F -504 shares

    0.23% of the 13F portfolio, value $5,559,641.

    13F-HR 0001667731-25-000602 filed by GLOBALT Investments LLC / GA
    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 68,156 shares
    Change vs previous 13F -1,633 shares

    0.21% of the 13F portfolio, value $5,386,369.

    13F-HR 0001667731-25-000233 filed by GLOBALT Investments LLC / GA
    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 69,789 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $5,671,752.

    13F-HR 0001951368-24-000003 filed by GLOBALT Investments LLC / GA
    Filed (acceptance time not in the bulk data set), ingested

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