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Hidden Cove Wealth Management, LLC: IWY position timeline

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

Hidden Cove Wealth Management, LLC held 69,390 IWY shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 69,390 shares
    Change vs previous 13F +2,894 shares

    11.11% of the 13F portfolio, value $20,166,122.

    13F-HR 0002085853-26-000798 filed by Hidden Cove 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 66,496 shares
    Change vs previous 13F -9,444 shares

    10.63% of the 13F portfolio, value $16,546,865.

    13F-HR 0002085853-26-000452 filed by Hidden Cove 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 75,940 shares
    Change vs previous 13F -3,582 shares

    13.61% of the 13F portfolio, value $21,030,824.

    13F-HR 0002085853-26-000170 filed by Hidden Cove 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 79,522 shares
    Change vs previous 13F +3,344 shares

    14.38% of the 13F portfolio, value $21,761,195.

    13F-HR 0002085853-25-000157 filed by Hidden Cove 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 76,178 shares
    Change vs previous 13F -130 shares

    13.6% of the 13F portfolio, value $18,778,639.

    13F-HR 0001667731-25-000809 filed by Hidden Cove 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 76,308 shares
    Change vs previous 13F -2,629 shares

    12.73% of the 13F portfolio, value $16,096,410.

    13F-HR 0001667731-25-000507 filed by Hidden Cove Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 78,937 shares
    Change vs previous 13F not available

    15.07% of the 13F portfolio, value $18,571,508.

    13F-HR 0001667731-25-000163 filed by Hidden Cove Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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