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NEPC LLC: IWV position timeline

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

NEPC LLC held 46,031 IWV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,031 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $19,627,618.

    13F-HR 0000929638-26-003046 filed by NEPC 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 46,031 shares
    Change vs previous 13F +70 shares

    0.34% of the 13F portfolio, value $17,062,771.

    13F-HR 0000929638-26-001872 filed by NEPC 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 45,961 shares
    Change vs previous 13F +18,112 shares

    0.38% of the 13F portfolio, value $17,780,013.

    13F-HR 0000929638-26-000646 filed by NEPC 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 27,849 shares
    Change vs previous 13F +2 shares

    0.28% of the 13F portfolio, value $10,553,100.

    13F-HR 0000929638-25-004272 filed by NEPC 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/A 27,847 shares
    Change vs previous 13F +13,730 shares

    0.25% of the 13F portfolio, value $9,774,297.

    13F-HR 0000929638-25-003024 filed by NEPC 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/A 14,117 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $4,484,123.

    13F-HR 0000929638-25-001891 filed by NEPC LLC
    Filed (acceptance time not in the bulk data set), ingested

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