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Disclosery

HWG Holdings LP: IVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HWG Holdings LP on IVV, newest first. How the timeline and the estimate are built.

HWG Holdings LP held 127,281 IVV shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 127,281 shares
    Change vs previous 13F +25,357 shares

    22.47% of the 13F portfolio, value $97,478,372.

    13F-HR 0001599390-26-000004 filed by HWG Holdings LP
    Accepted , ingested

  2. period ended2026-06-30
    13F 101,924 shares
    Change vs previous 13F +7,273 shares

    17.26% of the 13F portfolio, value $76,330,064.

    13F-HR 0001599390-26-000003 filed by HWG Holdings LP
    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 94,651 shares
    Change vs previous 13F -74,211 shares

    16.31% of the 13F portfolio, value $61,827,143.

    13F-HR 0001599390-26-000002 filed by HWG Holdings LP
    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 168,862 shares
    Change vs previous 13F +102,785 shares

    28.02% of the 13F portfolio, value $115,660,498.

    13F-HR 0001599390-26-000001 filed by HWG Holdings LP
    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 66,077 shares
    Change vs previous 13F -5,382 shares

    11.21% of the 13F portfolio, value $44,225,336.

    13F-HR 0001599390-25-000005 filed by HWG Holdings LP
    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 71,459 shares
    Change vs previous 13F +14,107 shares

    12.98% of the 13F portfolio, value $44,368,893.

    13F-HR 0001599390-25-000003 filed by HWG Holdings LP
    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 57,352 shares
    Change vs previous 13F -28,518 shares

    14.37% of the 13F portfolio, value $32,226,089.

    13F-HR 0001599390-25-000002 filed by HWG Holdings LP
    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 85,870 shares
    Change vs previous 13F not available

    16.55% of the 13F portfolio, value $50,549,952.

    13F-HR 0001599390-25-000001 filed by HWG Holdings LP
    Filed (acceptance time not in the bulk data set), ingested

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