Skip to content
Disclosery

MONEYWISE, INC.: IWV position timeline

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

MONEYWISE, INC. held 39,011 IWV shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,011 shares
    Change vs previous 13F -1,276 shares

    6.21% of the 13F portfolio, value $16,634,454.

    13F-HR 0001754960-26-000568 filed by MONEYWISE, INC.
    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 40,287 shares
    Change vs previous 13F +753 shares

    6.52% of the 13F portfolio, value $14,933,741.

    13F-HR 0001754960-26-000329 filed by MONEYWISE, INC.
    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 39,534 shares
    Change vs previous 13F +885 shares

    6.36% of the 13F portfolio, value $15,293,916.

    13F-HR 0001754960-26-000157 filed by MONEYWISE, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 38,649 shares
    Change vs previous 13F -436 shares

    6.63% of the 13F portfolio, value $14,645,691.

    13F-HR 0001754960-25-000709 filed by MONEYWISE, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 39,085 shares
    Change vs previous 13F +2,193 shares

    6.43% of the 13F portfolio, value $13,718,956.

    13F-HR 0001754960-25-000398 filed by MONEYWISE, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 36,892 shares
    Change vs previous 13F +1,219 shares

    6.2% of the 13F portfolio, value $11,718,227.

    13F-HR 0001754960-25-000237 filed by MONEYWISE, INC.
    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 35,673 shares
    Change vs previous 13F +2,956 shares

    5.98% of the 13F portfolio, value $11,923,844.

    13F-HR 0001754960-25-000070 filed by MONEYWISE, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 32,717 shares
    Change vs previous 13F not available

    5.26% of the 13F portfolio, value $10,689,548.

    13F-HR 0001754960-24-000522 filed by MONEYWISE, INC.
    Filed (acceptance time not in the bulk data set), ingested

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