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Disclosery

Madrid Wealth Management, LLC: IWV position timeline

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

Madrid Wealth Management, LLC held 1,205 IWV shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,205 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $513,812.

    13F-HR 0002106678-26-000007 filed by Madrid Wealth Management, 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/A 1,205 shares
    Change vs previous 13F +5 shares

    0.34% of the 13F portfolio, value $446,669.

    13F-HR/A 0002106678-26-000005 filed by Madrid Wealth Management, 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 1,200 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $464,220.

    13F-HR 0002106678-26-000002 filed by Madrid Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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