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MSH Capital Advisors LLC: IWV position timeline

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

MSH Capital Advisors LLC held 2,140 IWV shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,140 shares
    Change vs previous 13F -13 shares

    0.16% of the 13F portfolio, value $912,500.

    13F-HR 0001420506-26-001502 filed by MSH Capital Advisors 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 2,153 shares
    Change vs previous 13F +17 shares

    0.17% of the 13F portfolio, value $798,250.

    13F-HR 0001420506-26-000884 filed by MSH Capital Advisors 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 2,136 shares
    Change vs previous 13F +231 shares

    0.18% of the 13F portfolio, value $826,302.

    13F-HR 0001420506-26-000212 filed by MSH Capital Advisors LLC
    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 1,905 shares
    Change vs previous 13F +18 shares

    0.19% of the 13F portfolio, value $721,990.

    13F-HR 0001420506-25-003041 filed by MSH Capital Advisors LLC
    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 1,887 shares
    Change vs previous 13F -131 shares

    0.19% of the 13F portfolio, value $662,223.

    13F-HR 0001420506-25-001568 filed by MSH Capital Advisors LLC
    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 2,018 shares
    Change vs previous 13F +116 shares

    0.2% of the 13F portfolio, value $641,009.

    13F-HR 0001420506-25-000992 filed by MSH Capital Advisors LLC
    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 1,902 shares
    Change vs previous 13F +20 shares

    0.2% of the 13F portfolio, value $635,878.

    13F-HR 0001420506-25-000392 filed by MSH Capital Advisors LLC
    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 1,882 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $614,796.

    13F-HR 0001420506-25-000421 filed by MSH Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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