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jvl associates llc: IWD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of jvl associates llc on IWD, newest first. How the timeline and the estimate are built.

jvl associates llc held 10,211 IWD shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 10,211 shares
    Change vs previous 13F 0 shares

    0.73% of the 13F portfolio, value $2,531,613.

    13F-HR 0001915765-26-000005 filed by jvl associates llc
    Accepted , ingested

  2. period ended2026-06-30
    13F 10,211 shares
    Change vs previous 13F 0 shares

    0.7% of the 13F portfolio, value $2,475,453.

    13F-HR 0001915765-26-000004 filed by jvl associates llc
    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 10,211 shares
    Change vs previous 13F 0 shares

    0.73% of the 13F portfolio, value $2,181,784.

    13F-HR 0001915765-26-000003 filed by jvl associates llc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 10,211 shares
    Change vs previous 13F 0 shares

    0.7% of the 13F portfolio, value $2,147,782.

    13F-HR 0001915765-26-000001 filed by jvl associates llc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 10,211 shares
    Change vs previous 13F 0 shares

    0.69% of the 13F portfolio, value $2,078,857.

    13F-HR 0001915765-25-000005 filed by jvl associates llc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 10,211 shares
    Change vs previous 13F 0 shares

    0.71% of the 13F portfolio, value $1,983,283.

    13F-HR 0001915765-25-000004 filed by jvl associates llc
    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 10,211 shares
    Change vs previous 13F 0 shares

    0.78% of the 13F portfolio, value $1,921,302.

    13F-HR 0001915765-25-000002 filed by jvl associates llc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 10,211 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $1,890,362.

    13F-HR 0001915765-25-000001 filed by jvl associates llc
    Filed (acceptance time not in the bulk data set), ingested

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