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Disclosery

&PARTNERS: IWY position timeline

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

&PARTNERS held 10,931 IWY 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 10,931 shares
    Change vs previous 13F +872 shares

    0.01% of the 13F portfolio, value $3,178,042.

    13F-HR 0001214659-26-010148 filed by &PARTNERS
    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 10,059 shares
    Change vs previous 13F +153 shares

    0.01% of the 13F portfolio, value $2,498,780.

    13F-HR 0001214659-26-006256 filed by &PARTNERS
    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 9,906 shares
    Change vs previous 13F +200 shares

    0.01% of the 13F portfolio, value $2,743,431.

    13F-HR 0001214659-26-001828 filed by &PARTNERS
    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 9,706 shares
    Change vs previous 13F -36 shares

    0.02% of the 13F portfolio, value $2,655,948.

    13F-HR 0001214659-25-016487 filed by &PARTNERS
    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 9,742 shares
    Change vs previous 13F +845 shares

    0.02% of the 13F portfolio, value $2,401,537.

    13F-HR 0001214659-25-012047 filed by &PARTNERS
    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 8,897 shares
    Change vs previous 13F +458 shares

    0.02% of the 13F portfolio, value $1,872,648.

    13F-HR 0001214659-25-007673 filed by &PARTNERS
    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 8,439 shares
    Change vs previous 13F +3,416 shares

    0.02% of the 13F portfolio, value $2,008,573.

    13F-HR 0001214659-25-002647 filed by &PARTNERS
    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 5,023 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,163,890.

    13F-HR 0001214659-24-018930 filed by &PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

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