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Disclosery

MWA Asset Management: IVW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MWA Asset Management on IVW, newest first. How the timeline and the estimate are built.

MWA Asset Management held 4,017 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,017 shares
    Change vs previous 13F -273 shares

    0.25% of the 13F portfolio, value $552,403.

    13F-HR 0001903058-26-000007 filed by MWA Asset Management
    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/A 4,290 shares
    Change vs previous 13F -124 shares

    0.27% of the 13F portfolio, value $485,304.

    13F-HR/A 0001903058-26-000006 filed by MWA Asset Management
    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 4,414 shares
    Change vs previous 13F -277 shares

    0.3% of the 13F portfolio, value $544,132.

    13F-HR 0001903058-26-000001 filed by MWA Asset Management
    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 4,691 shares
    Change vs previous 13F +193 shares

    0.31% of the 13F portfolio, value $566,343.

    13F-HR 0001903058-25-000005 filed by MWA Asset Management
    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 4,498 shares
    Change vs previous 13F +1,030 shares

    0.3% of the 13F portfolio, value $495,279.

    13F-HR 0001085146-25-004939 filed by MWA Asset Management
    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 3,468 shares
    Change vs previous 13F +387 shares

    0.22% of the 13F portfolio, value $321,960.

    13F-HR 0001085146-25-002878 filed by MWA Asset Management
    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 3,081 shares
    Change vs previous 13F +819 shares

    0.21% of the 13F portfolio, value $312,834.

    13F-HR 0001085146-25-000545 filed by MWA Asset Management
    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 2,262 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $216,597.

    13F-HR 0001085146-24-005477 filed by MWA Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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