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Disclosery

Performa Ltd (US), LLC: IWP position timeline

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

Performa Ltd (US), LLC held 4,468 IWP 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 4,468 shares
    Change vs previous 13F +5 shares

    0.11% of the 13F portfolio, value $654,160.

    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 4,463 shares
    Change vs previous 13F +1 shares

    0.13% of the 13F portfolio, value $571,800.

    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 4,462 shares
    Change vs previous 13F +3,005 shares

    0.16% of the 13F portfolio, value $611,026.

    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 1,457 shares
    Change vs previous 13F +1 shares

    0.06% of the 13F portfolio, value $207,491.

    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 1,456 shares
    Change vs previous 13F +1 shares

    0.06% of the 13F portfolio, value $201,918.

    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 1,455 shares
    Change vs previous 13F +1 shares

    0.06% of the 13F portfolio, value $170,948.

    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 1,454 shares
    Change vs previous 13F +3 shares

    0.06% of the 13F portfolio, value $184,295.

    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 1,451 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $170,188.

    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).