KLINGENSTEIN FIELDS & CO LP: IWV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KLINGENSTEIN FIELDS & CO LP on IWV, newest first. How the timeline and the estimate are built.

KLINGENSTEIN FIELDS & CO LP held 14,928 IWV shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

period ended2026-06-30
13F 14,928 shares
Change vs previous 13F 0 shares
0.22% of the 13F portfolio, value $6,365,284.
13F-HR 0001398344-26-013512 filed by KLINGENSTEIN FIELDS & CO LP
Filed 2026-08-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 14,928 shares
Change vs previous 13F +28 shares
0.22% of the 13F portfolio, value $5,533,498.
13F-HR 0001398344-26-009033 filed by KLINGENSTEIN FIELDS & CO LP
Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 14,900 shares
Change vs previous 13F +38 shares
0.22% of the 13F portfolio, value $5,764,198.
13F-HR 0001398344-26-002952 filed by KLINGENSTEIN FIELDS & CO LP
Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 14,862 shares
Change vs previous 13F not available
0.21% of the 13F portfolio, value $5,631,960.
13F-HR 0001398344-25-020923 filed by KLINGENSTEIN FIELDS & CO LP
Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).