Post Resch Tallon Group Inc.: IWV position timeline

Post Resch Tallon Group Inc. held 28,344 IWV shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 28,344 shares

   Change vs previous 13F +587 shares

   8.4% of the 13F portfolio, value $12,235,064.

   13F-HR 0001085146-26-000825 filed by Post Resch Tallon Group Inc.
   Accepted 2026-10-09 00:54:00 UTC, ingested 2026-10-10 02:16:19 UTC

2. period ended2026-06-30

   13F 27,757 shares

   Change vs previous 13F -320 shares

   8.19% of the 13F portfolio, value $11,835,757.

   13F-HR 0002054476-26-000003 filed by Post Resch Tallon Group Inc.
   Filed 2026-07-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 28,077 shares

   Change vs previous 13F +1,104 shares

   8.47% of the 13F portfolio, value $10,480,579.

   13F-HR 0002054476-26-000002 filed by Post Resch Tallon Group Inc.
   Filed 2026-04-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 26,973 shares

   Change vs previous 13F +2,996 shares

   8.81% of the 13F portfolio, value $10,434,468.

   13F-HR 0002054476-26-000001 filed by Post Resch Tallon Group Inc.
   Filed 2026-01-09 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-09-30

   13F 23,977 shares

   Change vs previous 13F +255 shares

   8.04% of the 13F portfolio, value $9,085,819.

   13F-HR 0002054476-25-000002 filed by Post Resch Tallon Group Inc.
   Filed 2025-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

6. period ended2025-06-30

   13F 23,722 shares

   Change vs previous 13F -32 shares

   8.02% of the 13F portfolio, value $8,326,436.

   13F-HR 0001085146-25-003621 filed by Post Resch Tallon Group Inc.
   Filed 2025-07-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

7. period ended2025-03-31

   13F 23,754 shares

   Change vs previous 13F +945 shares

   7.67% of the 13F portfolio, value $7,513,424.

   13F-HR 0001085146-25-002241 filed by Post Resch Tallon Group Inc.
   Filed 2025-04-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

8. period ended2024-12-31

   13F 22,809 shares

   Change vs previous 13F not available

   7.33% of the 13F portfolio, value $7,612,037.

   13F-HR 0001085146-25-000736 filed by Post Resch Tallon Group Inc.
   Filed 2025-02-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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