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Disclosery

Jordan Park Group LLC: IWV position timeline

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

Jordan Park Group LLC held 18,515 IWV shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,515 shares
    Change vs previous 13F 0 shares

    0.4% of the 13F portfolio, value $7,894,796.

    13F-HR 0001707975-26-000008 filed by Jordan Park Group 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 18,515 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $6,863,140.

    13F-HR 0001707975-26-000005 filed by Jordan Park Group 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 18,515 shares
    Change vs previous 13F -411 shares

    0.41% of the 13F portfolio, value $7,162,528.

    13F-HR 0001707975-26-000002 filed by Jordan Park Group 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 18,926 shares
    Change vs previous 13F +28 shares

    0.41% of the 13F portfolio, value $7,171,818.

    13F-HR 0001707975-25-000010 filed by Jordan Park Group 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 18,898 shares
    Change vs previous 13F 0 shares

    0.43% of the 13F portfolio, value $6,633,198.

    13F-HR 0001707975-25-000007 filed by Jordan Park Group 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 18,898 shares
    Change vs previous 13F 0 shares

    0.44% of the 13F portfolio, value $6,002,761.

    13F-HR 0001707975-25-000005 filed by Jordan Park Group 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 18,898 shares
    Change vs previous 13F -3,881 shares

    0.47% of the 13F portfolio, value $6,316,657.

    13F-HR 0001707975-25-000002 filed by Jordan Park Group 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 22,779 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $7,442,583.

    13F-HR 0001689646-24-000007 filed by Jordan Park Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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