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Disclosery

LongView Wealth Management: IWF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LongView Wealth Management on IWF, newest first. How the timeline and the estimate are built.

LongView Wealth Management held 9,214 IWF shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,214 shares
    Change vs previous 13F +6,559 shares

    0.29% of the 13F portfolio, value $1,144,052.

    13F-HR 0001990190-26-000003 filed by LongView Wealth Management
    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 2,655 shares
    Change vs previous 13F +289 shares

    0.31% of the 13F portfolio, value $1,222,894.

    13F-HR 0001990190-26-000002 filed by LongView Wealth Management
    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 2,366 shares
    Change vs previous 13F +33 shares

    0.27% of the 13F portfolio, value $1,129,205.

    13F-HR 0001990190-26-000001 filed by LongView Wealth Management
    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 2,333 shares
    Change vs previous 13F +1,102 shares

    0.3% of the 13F portfolio, value $1,092,767.

    13F-HR 0001990190-25-000008 filed by LongView Wealth Management
    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 1,231 shares
    Change vs previous 13F +215 shares

    0.16% of the 13F portfolio, value $522,575.

    13F-HR 0001990190-25-000004 filed by LongView Wealth Management
    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 1,016 shares
    Change vs previous 13F +362 shares

    0.11% of the 13F portfolio, value $366,750.

    13F-HR 0001990190-25-000003 filed by LongView Wealth Management
    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 654 shares
    Change vs previous 13F -238 shares

    0.08% of the 13F portfolio, value $262,471.

    13F-HR 0001990190-25-000001 filed by LongView Wealth Management
    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 892 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $334,660.

    13F-HR 0001990190-24-000005 filed by LongView Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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