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PENNINGTON PARTNERS & CO., LLC: IWV position timeline

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

PENNINGTON PARTNERS & CO., LLC held 109,483 IWV 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 109,483 shares
    Change vs previous 13F -2,622 shares

    14.96% of the 13F portfolio, value $46,683,695.

    13F-HR 0001104659-26-096894 filed by PENNINGTON PARTNERS & CO., 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 112,105 shares
    Change vs previous 13F +14,432 shares

    14.23% of the 13F portfolio, value $41,555,058.

    13F-HR 0001104659-26-061028 filed by PENNINGTON PARTNERS & CO., 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 97,673 shares
    Change vs previous 13F +161 shares

    15.14% of the 13F portfolio, value $37,784,865.

    13F-HR 0001104659-26-016520 filed by PENNINGTON PARTNERS & CO., 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 97,512 shares
    Change vs previous 13F -1,214 shares

    17.52% of the 13F portfolio, value $36,951,119.

    13F-HR 0001420506-25-003347 filed by PENNINGTON PARTNERS & CO., 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 98,726 shares
    Change vs previous 13F -3,555 shares

    18.58% of the 13F portfolio, value $34,652,840.

    13F-HR 0001420506-25-001995 filed by PENNINGTON PARTNERS & CO., 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 102,281 shares
    Change vs previous 13F -989 shares

    18.62% of the 13F portfolio, value $32,488,653.

    13F-HR 0001420506-25-001055 filed by PENNINGTON PARTNERS & CO., 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 103,270 shares
    Change vs previous 13F not available

    17.11% of the 13F portfolio, value $34,518,048.

    13F-HR 0001420506-25-000619 filed by PENNINGTON PARTNERS & CO., LLC
    Filed (acceptance time not in the bulk data set), ingested

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