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Disclosery

LPWM LLC: ICVT position timeline

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

LPWM LLC held 6,189 ICVT shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,189 shares
    Change vs previous 13F -529 shares

    0.17% of the 13F portfolio, value $753,449.

    13F-HR 0001951757-26-001044 filed by LPWM LLC
    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 6,718 shares
    Change vs previous 13F -57 shares

    0.17% of the 13F portfolio, value $683,825.

    13F-HR 0001951757-26-000557 filed by LPWM LLC
    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 6,775 shares
    Change vs previous 13F +43 shares

    0.17% of the 13F portfolio, value $667,338.

    13F-HR 0001951757-26-000010 filed by LPWM LLC
    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 6,732 shares
    Change vs previous 13F -120 shares

    0.18% of the 13F portfolio, value $673,537.

    13F-HR 0001951757-25-001174 filed by LPWM LLC
    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 6,852 shares
    Change vs previous 13F -546 shares

    0.18% of the 13F portfolio, value $617,365.

    13F-HR 0001951757-25-000587 filed by LPWM LLC
    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 7,398 shares
    Change vs previous 13F -654 shares

    0.2% of the 13F portfolio, value $618,547.

    13F-HR 0001951757-25-000345 filed by LPWM LLC
    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 8,052 shares
    Change vs previous 13F -27,918 shares

    0.22% of the 13F portfolio, value $684,178.

    13F-HR 0001951757-25-000018 filed by LPWM LLC
    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 35,970 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $2,988,747.

    13F-HR 0001951757-24-000983 filed by LPWM LLC
    Filed (acceptance time not in the bulk data set), ingested

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