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Disclosery

GM Advisory Group, LLC: IWV position timeline

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

GM Advisory Group, LLC held 173,146 IWV shares at 2026-03-31 per its 13F-HR filed 2026-04-28.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 173,146 shares
    Change vs previous 13F -4,211 shares

    2.47% of the 13F portfolio, value $64,181,732.

    13F-HR 0001598304-26-000002 filed by GM Advisory 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 ended2025-12-31
    13F 177,357 shares
    Change vs previous 13F -3,026 shares

    2.69% of the 13F portfolio, value $68,610,456.

    13F-HR 0001598304-26-000001 filed by GM Advisory 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 ended2025-09-30
    13F 180,383 shares
    Change vs previous 13F +2,655 shares

    2.91% of the 13F portfolio, value $68,354,171.

    13F-HR 0001598304-25-000003 filed by GM Advisory 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 ended2025-06-30
    13F 177,728 shares
    Change vs previous 13F -3,035 shares

    3.08% of the 13F portfolio, value $62,382,555.

    13F-HR 0001085146-25-004951 filed by GM Advisory 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 ended2025-03-31
    13F 180,763 shares
    Change vs previous 13F -2,831 shares

    3.1% of the 13F portfolio, value $57,417,437.

    13F-HR 0001085146-25-003078 filed by GM Advisory 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 ended2024-12-31
    13F 183,594 shares
    Change vs previous 13F +1,326 shares

    3.4% of the 13F portfolio, value $61,366,315.

    13F-HR 0001085146-25-000953 filed by GM Advisory 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 ended2024-09-30
    13F 182,268 shares
    Change vs previous 13F +5,426 shares

    3.57% of the 13F portfolio, value $59,552,402.

    13F-HR 0001085146-24-005500 filed by GM Advisory 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 ended2024-06-30
    13F 176,842 shares
    Change vs previous 13F not available

    3.52% of the 13F portfolio, value $54,585,765.

    13F-HR 0001085146-24-003732 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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