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PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.: IWV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. on IWV, newest first. How the timeline and the estimate are built.

PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. held 5,566 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 5,566 shares
    Change vs previous 13F +79 shares

    0.12% of the 13F portfolio, value $2,373,197.

    13F-HR 0001398344-26-014516 filed by PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
    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 5,487 shares
    Change vs previous 13F +394 shares

    0.12% of the 13F portfolio, value $2,034,065.

    13F-HR 0001398344-26-009222 filed by PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
    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 5,093 shares
    Change vs previous 13F +166 shares

    0.12% of the 13F portfolio, value $1,970,335.

    13F-HR 0001398344-26-003220 filed by PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
    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 4,927 shares
    Change vs previous 13F +252 shares

    0.11% of the 13F portfolio, value $1,866,964.

    13F-HR 0001398344-25-020910 filed by PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
    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 4,675 shares
    Change vs previous 13F +61 shares

    0.1% of the 13F portfolio, value $1,641,099.

    13F-HR 0001398344-25-015398 filed by PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
    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 4,614 shares
    Change vs previous 13F -108 shares

    0.1% of the 13F portfolio, value $1,465,632.

    13F-HR 0001398344-25-009452 filed by PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
    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 4,722 shares
    Change vs previous 13F +935 shares

    0.09% of the 13F portfolio, value $1,578,256.

    13F-HR 0001398344-25-002773 filed by PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
    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 3,787 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,237,412.

    13F-HR 0001398344-24-020792 filed by PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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