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Performa Ltd (US), LLC: IWN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Performa Ltd (US), LLC on IWN, newest first. How the timeline and the estimate are built.

Performa Ltd (US), LLC held 11,084 IWN 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 11,084 shares
    Change vs previous 13F -915 shares

    0.4% of the 13F portfolio, value $2,451,781.

    13F-HR 0001650303-26-000004 filed by Performa Ltd (US), 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 11,999 shares
    Change vs previous 13F 0 shares

    0.51% of the 13F portfolio, value $2,274,890.

    13F-HR 0001650303-26-000003 filed by Performa Ltd (US), 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 11,999 shares
    Change vs previous 13F -40,500 shares

    0.55% of the 13F portfolio, value $2,174,339.

    13F-HR 0001650303-26-000001 filed by Performa Ltd (US), 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 52,499 shares
    Change vs previous 13F 0 shares

    2.46% of the 13F portfolio, value $9,282,348.

    13F-HR 0001650303-25-000006 filed by Performa Ltd (US), 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 52,499 shares
    Change vs previous 13F +5,975 shares

    2.5% of the 13F portfolio, value $8,282,242.

    13F-HR 0001650303-25-000004 filed by Performa Ltd (US), 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 46,524 shares
    Change vs previous 13F +5,290 shares

    2.34% of the 13F portfolio, value $7,024,194.

    13F-HR 0001650303-25-000002 filed by Performa Ltd (US), 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 41,234 shares
    Change vs previous 13F -5,750 shares

    2.38% of the 13F portfolio, value $6,769,386.

    13F-HR 0001650303-25-000001 filed by Performa Ltd (US), 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 46,984 shares
    Change vs previous 13F not available

    2.91% of the 13F portfolio, value $7,837,871.

    13F-HR 0001650303-24-000006 filed by Performa Ltd (US), LLC
    Filed (acceptance time not in the bulk data set), ingested

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