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Disclosery

Lindbrook Capital, LLC: IWV position timeline

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

Lindbrook Capital, LLC held 13,308 IWV shares at 2025-03-31 per its 13F-HR filed 2025-05-05.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 13,308 shares
    Change vs previous 13F +1,923 shares

    0.39% of the 13F portfolio, value $4,227,137.

    13F-HR 0001767045-25-000002 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 11,385 shares
    Change vs previous 13F +379 shares

    0.34% of the 13F portfolio, value $3,805,420.

    13F-HR 0001767045-25-000001 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 11,006 shares
    Change vs previous 13F -57 shares

    0.32% of the 13F portfolio, value $3,595,974.

    13F-HR 0001767045-24-000006 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 11,063 shares
    Change vs previous 13F -1,235 shares

    0.32% of the 13F portfolio, value $3,414,832.

    13F-HR 0001767045-24-000003 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 12,298 shares
    Change vs previous 13F -100 shares

    0.35% of the 13F portfolio, value $3,690,399.

    13F-HR 0001767045-24-000002 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 12,398 shares
    Change vs previous 13F +2,054 shares

    0.34% of the 13F portfolio, value $3,393,842.

    13F-HR 0001767045-24-000001 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 10,344 shares
    Change vs previous 13F +180 shares

    0.28% of the 13F portfolio, value $2,534,901.

    13F-HR 0001767045-23-000004 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 10,164 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $2,586,535.

    13F-HR 0001767045-23-000003 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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