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McCutchen Group LLC: IWV position timeline

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

McCutchen Group LLC held 159,847 IWV shares at 2022-09-30 per its 13F-HR filed 2022-11-02.

the latest 13F is the newest step

  1. period ended2022-09-30
    13F 159,847 shares
    Change vs previous 13F +13,302 shares

    7.13% of the 13F portfolio, value $33,095,000.

    13F-HR 0001172661-22-002278 filed by McCutchen Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-06-30
    13F 146,545 shares
    Change vs previous 13F -11,397 shares

    6.46% of the 13F portfolio, value $31,857,000.

    13F-HR 0001172661-22-001718 filed by McCutchen Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-03-31
    13F 157,942 shares
    Change vs previous 13F +418 shares

    7.21% of the 13F portfolio, value $41,439,000.

    13F-HR 0001172661-22-001205 filed by McCutchen Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2021-12-31
    13F/A 157,524 shares
    Change vs previous 13F -811 shares

    7.46% of the 13F portfolio, value $43,713,000.

    13F-HR/A 0001172661-22-001520 filed by McCutchen Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2021-09-30
    13F/A 158,335 shares
    Change vs previous 13F -895 shares

    7.36% of the 13F portfolio, value $40,352,000.

    13F-HR/A 0001172661-22-001519 filed by McCutchen Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-06-30
    13F/A 159,230 shares
    Change vs previous 13F +1,813 shares

    7.47% of the 13F portfolio, value $40,749,000.

    13F-HR/A 0001172661-22-001518 filed by McCutchen Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2021-03-31
    13F/A 157,417 shares
    Change vs previous 13F -1,738 shares

    7.5% of the 13F portfolio, value $37,344,000.

    13F-HR/A 0001172661-22-001517 filed by McCutchen Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2020-12-31
    13F/A 159,155 shares
    Change vs previous 13F not available

    7.68% of the 13F portfolio, value $35,579,000.

    13F-HR/A 0001172661-22-001516 filed by McCutchen Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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