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Disclosery

Peninsula Wealth, LLC: IWY position timeline

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

Peninsula Wealth, LLC held 7,650 IWY shares at 2024-12-31 per its 13F-HR filed 2025-02-13.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 7,650 shares
    Change vs previous 13F -321 shares

    0.31% of the 13F portfolio, value $1,799,816.

    13F-HR 0001085146-25-001267 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 7,971 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,771,076.

    13F-HR 0001085146-24-005724 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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