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Disclosery

Proficio Capital Partners LLC: IWV position timeline

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

Proficio Capital Partners LLC held 143,298 IWV shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 143,298 shares
    Change vs previous 13F -384 shares

    2.2% of the 13F portfolio, value $61,102,131.

    13F-HR 0001214659-26-010442 filed by Proficio Capital Partners 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 143,682 shares
    Change vs previous 13F -9,795 shares

    2.85% of the 13F portfolio, value $53,259,924.

    13F-HR 0001214659-26-006130 filed by Proficio Capital Partners 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 153,477 shares
    Change vs previous 13F 0 shares

    4.17% of the 13F portfolio, value $59,372,452.

    13F-HR 0001214659-26-001534 filed by Proficio Capital Partners 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/A 153,477 shares
    Change vs previous 13F +108 shares

    4% of the 13F portfolio, value $58,158,450.

    13F-HR/A 0001214659-25-016818 filed by Proficio Capital Partners 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 153,369 shares
    Change vs previous 13F -1,310 shares

    3.36% of the 13F portfolio, value $53,832,402.

    13F-HR 0001214659-25-011672 filed by Proficio Capital Partners 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 154,679 shares
    Change vs previous 13F -16,461 shares

    3.81% of the 13F portfolio, value $49,306,168.

    13F-HR 0001214659-25-007000 filed by Proficio Capital Partners 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/A 171,140 shares
    Change vs previous 13F -4,629 shares

    4.64% of the 13F portfolio, value $57,203,432.

    13F-HR/A 0001214659-25-002094 filed by Proficio Capital Partners 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 175,769 shares
    Change vs previous 13F not available

    5.71% of the 13F portfolio, value $57,428,940.

    13F-HR 0001214659-24-018255 filed by Proficio Capital Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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