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PARTNERS CAPITAL INVESTMENT GROUP, LLP: IWV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PARTNERS CAPITAL INVESTMENT GROUP, LLP on IWV, newest first. How the timeline and the estimate are built.

PARTNERS CAPITAL INVESTMENT GROUP, LLP held 29,975 IWV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,975 shares
    Change vs previous 13F +68 shares

    0.45% of the 13F portfolio, value $12,781,328.

    13F-HR 0001104659-26-096053 filed by PARTNERS CAPITAL INVESTMENT GROUP, LLP
    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 29,907 shares
    Change vs previous 13F +60 shares

    0.42% of the 13F portfolio, value $11,086,035.

    13F-HR 0001104659-26-059167 filed by PARTNERS CAPITAL INVESTMENT GROUP, LLP
    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 29,847 shares
    Change vs previous 13F +83 shares

    0.43% of the 13F portfolio, value $11,546,262.

    13F-HR 0001104659-26-014776 filed by PARTNERS CAPITAL INVESTMENT GROUP, LLP
    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 29,764 shares
    Change vs previous 13F +74 shares

    0.45% of the 13F portfolio, value $11,278,727.

    13F-HR 0001104659-25-104708 filed by PARTNERS CAPITAL INVESTMENT GROUP, LLP
    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 29,690 shares
    Change vs previous 13F -5,964 shares

    0.42% of the 13F portfolio, value $10,421,178.

    13F-HR 0001104659-25-078417 filed by PARTNERS CAPITAL INVESTMENT GROUP, LLP
    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 35,654 shares
    Change vs previous 13F +29,796 shares

    0.19% of the 13F portfolio, value $11,325,019.

    13F-HR 0001104659-25-048299 filed by PARTNERS CAPITAL INVESTMENT GROUP, LLP
    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 5,858 shares
    Change vs previous 13F -29,447 shares

    0.05% of the 13F portfolio, value $1,958,037.

    13F-HR 0001104659-25-007846 filed by PARTNERS CAPITAL INVESTMENT GROUP, LLP
    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 35,305 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $11,535,131.

    13F-HR 0001104659-24-114237 filed by PARTNERS CAPITAL INVESTMENT GROUP, LLP
    Filed (acceptance time not in the bulk data set), ingested

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