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Disclosery

Graves Light Lenhart Wealth, Inc.: IWV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Graves Light Lenhart Wealth, Inc. on IWV, newest first. How the timeline and the estimate are built.

Graves Light Lenhart Wealth, Inc. held 3,244 IWV shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,244 shares
    Change vs previous 13F -61 shares

    0.13% of the 13F portfolio, value $1,400,305.

    13F-HR 0001085146-26-000833 filed by Graves Light Lenhart Wealth, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,305 shares
    Change vs previous 13F +61 shares

    0.13% of the 13F portfolio, value $1,409,252.

    13F-HR 0001759803-26-000004 filed by Graves Light Lenhart Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 3,244 shares
    Change vs previous 13F -256 shares

    0.13% of the 13F portfolio, value $1,202,486.

    13F-HR 0001759803-26-000003 filed by Graves Light Lenhart Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 3,500 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $1,353,975.

    13F-HR 0001759803-26-000001 filed by Graves Light Lenhart Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 3,500 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $1,326,290.

    13F-HR 0001085146-25-005814 filed by Graves Light Lenhart Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 3,500 shares
    Change vs previous 13F -500 shares

    0.15% of the 13F portfolio, value $1,228,500.

    13F-HR 0001085146-25-003685 filed by Graves Light Lenhart Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 4,000 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $1,270,560.

    13F-HR 0001085146-25-001967 filed by Graves Light Lenhart Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 4,000 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,337,000.

    13F-HR 0001085146-25-000149 filed by Graves Light Lenhart Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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