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One Day In July LLC: IWV position timeline

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

One Day In July LLC held 27,411 IWV shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,411 shares
    Change vs previous 13F -1,262 shares

    0.81% of the 13F portfolio, value $11,688,050.

    13F-HR 0001062993-26-003978 filed by One Day In July 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 28,673 shares
    Change vs previous 13F +2,943 shares

    0.85% of the 13F portfolio, value $10,628,508.

    13F-HR 0001062993-26-002316 filed by One Day In July 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 25,730 shares
    Change vs previous 13F +189 shares

    0.82% of the 13F portfolio, value $9,953,650.

    13F-HR 0001062993-26-000595 filed by One Day In July 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 25,541 shares
    Change vs previous 13F +15 shares

    0.82% of the 13F portfolio, value $9,678,507.

    13F-HR 0001062993-25-016300 filed by One Day In July 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 25,526 shares
    Change vs previous 13F +1,293 shares

    0.81% of the 13F portfolio, value $8,959,626.

    13F-HR 0001062993-25-013476 filed by One Day In July 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 24,233 shares
    Change vs previous 13F +1,385 shares

    0.77% of the 13F portfolio, value $7,697,370.

    13F-HR 0001062993-25-008163 filed by One Day In July 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 22,848 shares
    Change vs previous 13F +719 shares

    0.8% of the 13F portfolio, value $7,636,944.

    13F-HR 0001062993-25-001456 filed by One Day In July 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 22,129 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $7,230,208.

    13F-HR 0001062993-24-018290 filed by One Day In July LLC
    Filed (acceptance time not in the bulk data set), ingested

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