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Disclosery

LongView Wealth Management: IWS position timeline

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

LongView Wealth Management held 3,674 IWS 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 3,674 shares
    Change vs previous 13F +156 shares

    0.16% of the 13F portfolio, value $604,740.

    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 3,518 shares
    Change vs previous 13F +406 shares

    0.14% of the 13F portfolio, value $540,506.

    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 3,112 shares
    Change vs previous 13F +87 shares

    0.11% of the 13F portfolio, value $457,340.

    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 3,025 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $422,502.

    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).