OLIVER LAGORE VANVALIN INVESTMENT GROUP: IWY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OLIVER LAGORE VANVALIN INVESTMENT GROUP on IWY, newest first. How the timeline and the estimate are built.

OLIVER LAGORE VANVALIN INVESTMENT GROUP held 1,765 IWY shares at 2025-06-30 per its 13F-HR filed 2025-07-10.

the latest 13F is the newest step

period ended2025-06-30
13F 1,765 shares
Change vs previous 13F 0 shares
0.15% of the 13F portfolio, value $372,402.
13F-HR 0001398344-25-013001 filed by OLIVER LAGORE VANVALIN INVESTMENT GROUP
Filed 2025-07-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 1,765 shares
Change vs previous 13F -276 shares
0.11% of the 13F portfolio, value $415,355.
13F-HR 0001398344-25-006386 filed by OLIVER LAGORE VANVALIN INVESTMENT GROUP
Filed 2025-04-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 2,041 shares
Change vs previous 13F -248 shares
0.12% of the 13F portfolio, value $449,219.
13F-HR 0001398344-24-019859 filed by OLIVER LAGORE VANVALIN INVESTMENT GROUP
Filed 2024-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-06-30
13F 2,289 shares
Change vs previous 13F +7 shares
0.14% of the 13F portfolio, value $491,131.
13F-HR 0001398344-24-014731 filed by OLIVER LAGORE VANVALIN INVESTMENT GROUP
Filed 2024-08-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-03-31
13F 2,282 shares
Change vs previous 13F -1,368 shares
0.13% of the 13F portfolio, value $445,304.
13F-HR 0001398344-24-009673 filed by OLIVER LAGORE VANVALIN INVESTMENT GROUP
Filed 2024-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-12-31
13F 3,650 shares
Change vs previous 13F -3,839 shares
0.24% of the 13F portfolio, value $639,630.
13F-HR 0001398344-24-001410 filed by OLIVER LAGORE VANVALIN INVESTMENT GROUP
Filed 2024-01-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-09-30
13F 7,489 shares
Change vs previous 13F not available
0.46% of the 13F portfolio, value $1,152,101.
13F-HR 0001398344-23-020359 filed by OLIVER LAGORE VANVALIN INVESTMENT GROUP
Filed 2023-11-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC
Acceptance time not in the bulk data set (spec §4.2).