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Disclosery

LongView Wealth Management: IWP position timeline

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

LongView Wealth Management held 0 IWP 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 0 shares
    Change vs previous 13F -3,702 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 3,702 shares
    Change vs previous 13F +363 shares

    0.13% of the 13F portfolio, value $497,868.

    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 3,339 shares
    Change vs previous 13F +64 shares

    0.11% of the 13F portfolio, value $471,922.

    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 3,275 shares
    Change vs previous 13F +52 shares

    0.13% of the 13F portfolio, value $466,406.

    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 3,223 shares
    Change vs previous 13F +322 shares

    0.14% of the 13F portfolio, value $446,973.

    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 2,901 shares
    Change vs previous 13F +242 shares

    0.1% of the 13F portfolio, value $340,838.

    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 2,659 shares
    Change vs previous 13F +270 shares

    0.1% of the 13F portfolio, value $337,028.

    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 2,389 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $280,206.

    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).