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Mullaney, Keating & Wright, Inc.: IWV position timeline

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

Mullaney, Keating & Wright, Inc. held 1,718 IWV shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,718 shares
    Change vs previous 13F -21 shares

    0.35% of the 13F portfolio, value $732,505.

    13F-HR 0002085853-26-000716 filed by Mullaney, Keating & Wright, 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 1,739 shares
    Change vs previous 13F +90 shares

    0.35% of the 13F portfolio, value $644,585.

    13F-HR 0002085853-26-000620 filed by Mullaney, Keating & Wright, 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 1,649 shares
    Change vs previous 13F +132 shares

    0.34% of the 13F portfolio, value $637,944.

    13F-HR 0002085853-26-000619 filed by Mullaney, Keating & Wright, 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 1,517 shares
    Change vs previous 13F +1 shares

    0.32% of the 13F portfolio, value $574,711.

    13F-HR 0002085853-26-000618 filed by Mullaney, Keating & Wright, 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 1,516 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $532,197.

    13F-HR 0002085853-26-000617 filed by Mullaney, Keating & Wright, 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 1,516 shares
    Change vs previous 13F +1 shares

    0.32% of the 13F portfolio, value $481,484.

    13F-HR 0002085853-26-000616 filed by Mullaney, Keating & Wright, 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 1,515 shares
    Change vs previous 13F -13 shares

    0.34% of the 13F portfolio, value $506,524.

    13F-HR 0002085853-26-000615 filed by Mullaney, Keating & Wright, 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 1,528 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $499,089.

    13F-HR 0002085853-26-000614 filed by Mullaney, Keating & Wright, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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