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Disclosery

Graypoint LLC: IWV position timeline

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

Graypoint LLC held 3,189 IWV shares at 2025-06-30 per its 13F-HR filed 2025-07-15.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 3,189 shares
    Change vs previous 13F +1 shares

    0.06% of the 13F portfolio, value $1,119,182.

    13F-HR 0000950123-25-006388 filed by Graypoint LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 3,188 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $1,012,665.

    13F-HR 0000950123-25-003985 filed by Graypoint LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 3,188 shares
    Change vs previous 13F -80 shares

    0.06% of the 13F portfolio, value $1,065,464.

    13F-HR 0000950123-25-000207 filed by Graypoint LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 3,268 shares
    Change vs previous 13F +1 shares

    0.07% of the 13F portfolio, value $1,067,686.

    13F-HR 0000950123-24-010105 filed by Graypoint LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 3,267 shares
    Change vs previous 13F +1 shares

    0.07% of the 13F portfolio, value $1,008,356.

    13F-HR 0000950123-24-006953 filed by Graypoint LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 3,266 shares
    Change vs previous 13F -1,203 shares

    0.07% of the 13F portfolio, value $980,063.

    13F-HR 0000950123-24-003715 filed by Graypoint LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 4,469 shares
    Change vs previous 13F -97 shares

    0.1% of the 13F portfolio, value $1,223,409.

    13F-HR 0000950123-24-000428 filed by Graypoint LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 4,566 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,119,057.

    13F-HR 0000950123-23-009032 filed by Graypoint LLC
    Filed (acceptance time not in the bulk data set), ingested

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