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McClarren Financial Advisors, Inc.: IWV position timeline

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

McClarren Financial Advisors, Inc. held 3,589 IWV shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,589 shares
    Change vs previous 13F -6,576 shares

    0.78% of the 13F portfolio, value $1,549,200.

    13F-HR 0001214659-26-012936 filed by McClarren Financial Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 10,165 shares
    Change vs previous 13F +11 shares

    2.24% of the 13F portfolio, value $4,334,526.

    13F-HR 0001214659-26-008656 filed by McClarren Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 10,154 shares
    Change vs previous 13F +3,677 shares

    2.23% of the 13F portfolio, value $3,763,957.

    13F-HR 0001214659-26-004716 filed by McClarren Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 6,477 shares
    Change vs previous 13F -660 shares

    2.34% of the 13F portfolio, value $3,922,910.

    13F-HR 0001214659-26-000385 filed by McClarren Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 7,137 shares
    Change vs previous 13F -3,407 shares

    2.42% of the 13F portfolio, value $3,951,183.

    13F-HR 0001214659-25-014963 filed by McClarren Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 10,544 shares
    Change vs previous 13F +3,411 shares

    2.41% of the 13F portfolio, value $3,701,018.

    13F-HR 0001214659-25-011634 filed by McClarren Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 7,133 shares
    Change vs previous 13F +7,133 shares

    2.21% of the 13F portfolio, value $3,343,000.

    13F-HR 0001842974-25-000001 filed by McClarren Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0001907157-25-000007 filed by McClarren Financial Advisors, Inc.
    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.