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Jaffetilchin Investment Partners, LLC: IWV position timeline

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

Jaffetilchin Investment Partners, LLC held 4,818 IWV shares at 2026-03-31 per its 13F-HR filed 2026-05-13.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 4,818 shares
    Change vs previous 13F -29 shares

    0.11% of the 13F portfolio, value $1,786,033.

    13F-HR 0001404652-26-000003 filed by Jaffetilchin Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 4,847 shares
    Change vs previous 13F -12 shares

    0.11% of the 13F portfolio, value $1,874,933.

    13F-HR 0001404652-26-000001 filed by Jaffetilchin Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 4,859 shares
    Change vs previous 13F -48 shares

    0.11% of the 13F portfolio, value $1,841,170.

    13F-HR 0001404652-25-000007 filed by Jaffetilchin Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 4,907 shares
    Change vs previous 13F -98 shares

    0.11% of the 13F portfolio, value $1,722,372.

    13F-HR 0001404652-25-000004 filed by Jaffetilchin Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 5,005 shares
    Change vs previous 13F +7 shares

    0.12% of the 13F portfolio, value $1,589,635.

    13F-HR 0001404652-25-000002 filed by Jaffetilchin Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 4,998 shares
    Change vs previous 13F -21 shares

    0.12% of the 13F portfolio, value $1,670,538.

    13F-HR 0001404652-25-000001 filed by Jaffetilchin Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 5,019 shares
    Change vs previous 13F -33 shares

    0.12% of the 13F portfolio, value $1,639,918.

    13F-HR 0001404652-24-000003 filed by Jaffetilchin Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 5,052 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,559,400.

    13F-HR 0001062993-24-014177 filed by Jaffetilchin Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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