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Disclosery

Greenhouse Wealth Management, LLC: IWV position timeline

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

Greenhouse Wealth Management, LLC held 1,204 IWV shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,204 shares
    Change vs previous 13F -56 shares

    0.36% of the 13F portfolio, value $509,497.

    13F-HR 0001951757-26-001111 filed by Greenhouse Wealth Management, LLC
    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 1,260 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $467,057.

    13F-HR 0001951757-26-000710 filed by Greenhouse Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 1,260 shares
    Change vs previous 13F -52 shares

    0.29% of the 13F portfolio, value $487,431.

    13F-HR 0001951757-26-000266 filed by Greenhouse Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 1,312 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $497,169.

    13F-HR 0001951757-25-001212 filed by Greenhouse Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 1,312 shares
    Change vs previous 13F +1,312 shares

    0.3% of the 13F portfolio, value $458,164.

    13F-HR 0001951757-25-000883 filed by Greenhouse Wealth Management, LLC
    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 0 shares
    Change vs previous 13F -1,312 shares

    13F-HR 0001951757-25-000379 filed by Greenhouse Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 1,312 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $438,536.

    13F-HR 0001951757-25-000027 filed by Greenhouse Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 1,312 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $427,187.

    13F-HR 0001951757-24-000991 filed by Greenhouse Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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