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Martin Capital Advisors, LLP: IWV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Martin Capital Advisors, LLP on IWV, newest first. How the timeline and the estimate are built.

Martin Capital Advisors, LLP held 2,040 IWV 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 2,040 shares
    Change vs previous 13F 0 shares

    0.46% of the 13F portfolio, value $869,856.

    13F-HR 0001398344-26-012621 filed by Martin Capital Advisors, LLP
    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 2,040 shares
    Change vs previous 13F 0 shares

    0.48% of the 13F portfolio, value $756,187.

    13F-HR 0001398344-26-008332 filed by Martin Capital Advisors, LLP
    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 2,040 shares
    Change vs previous 13F 0 shares

    0.46% of the 13F portfolio, value $789,174.

    13F-HR 0001398344-26-001229 filed by Martin Capital Advisors, LLP
    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 2,040 shares
    Change vs previous 13F -220 shares

    0.47% of the 13F portfolio, value $773,038.

    13F-HR 0001398344-25-019173 filed by Martin Capital Advisors, LLP
    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 2,260 shares
    Change vs previous 13F 0 shares

    0.52% of the 13F portfolio, value $793,260.

    13F-HR 0001398344-25-013130 filed by Martin Capital Advisors, LLP
    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 2,260 shares
    Change vs previous 13F 0 shares

    0.51% of the 13F portfolio, value $717,866.

    13F-HR 0001398344-25-008329 filed by Martin Capital Advisors, LLP
    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 2,260 shares
    Change vs previous 13F -110 shares

    0.49% of the 13F portfolio, value $755,405.

    13F-HR 0001398344-25-001277 filed by Martin Capital Advisors, LLP
    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 2,370 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $774,350.

    13F-HR 0001398344-24-018777 filed by Martin Capital Advisors, LLP
    Filed (acceptance time not in the bulk data set), ingested

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