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Rappaport Reiches Capital Management, LLC: IWV position timeline

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

Rappaport Reiches Capital Management, LLC held 1,010 IWV shares at 2025-03-31 per its 13F-HR filed 2025-04-22.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 1,010 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $320,662.

    13F-HR 0001990195-25-000002 filed by Rappaport Reiches Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 1,010 shares
    Change vs previous 13F -45 shares

    0.09% of the 13F portfolio, value $337,430.

    13F-HR 0001990195-25-000001 filed by Rappaport Reiches Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 1,055 shares
    Change vs previous 13F -33 shares

    0.09% of the 13F portfolio, value $344,541.

    13F-HR 0001990195-24-000008 filed by Rappaport Reiches Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 1,088 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $335,682.

    13F-HR 0001990195-24-000006 filed by Rappaport Reiches Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 1,088 shares
    Change vs previous 13F +58 shares

    0.1% of the 13F portfolio, value $326,341.

    13F-HR 0001990195-24-000005 filed by Rappaport Reiches Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 1,030 shares
    Change vs previous 13F -41 shares

    0.1% of the 13F portfolio, value $281,952.

    13F-HR 0001990195-24-000002 filed by Rappaport Reiches Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 1,071 shares
    Change vs previous 13F -59 shares

    0.11% of the 13F portfolio, value $262,459.

    13F-HR 0001990195-23-000013 filed by Rappaport Reiches Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 1,130 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $287,562.

    13F-HR 0001990195-23-000011 filed by Rappaport Reiches Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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