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Disclosery

Regis Management CO LLC: IWV position timeline

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

Regis Management CO LLC held 35,325 IWV shares at 2024-06-30 per its 13F-HR filed 2024-08-06.

the latest 13F is the newest step

  1. period ended2024-06-30
    13F 35,325 shares
    Change vs previous 13F 0 shares

    3.29% of the 13F portfolio, value $10,904,000.

    13F-HR 0001352776-24-000003 filed by Regis Management CO LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-03-31
    13F 35,325 shares
    Change vs previous 13F 0 shares

    3.22% of the 13F portfolio, value $10,600,000.

    13F-HR 0001352776-24-000002 filed by Regis Management CO LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-12-31
    13F 35,325 shares
    Change vs previous 13F 0 shares

    3.19% of the 13F portfolio, value $9,670,000.

    13F-HR 0001352776-24-000001 filed by Regis Management CO LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-09-30
    13F 35,325 shares
    Change vs previous 13F 0 shares

    2.96% of the 13F portfolio, value $8,657,000.

    13F-HR 0001352776-23-000004 filed by Regis Management CO LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-06-30
    13F 35,325 shares
    Change vs previous 13F 0 shares

    2.94% of the 13F portfolio, value $8,989,000.

    13F-HR 0001352776-23-000003 filed by Regis Management CO LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-03-31
    13F 35,325 shares
    Change vs previous 13F 0 shares

    2.8% of the 13F portfolio, value $8,316,000.

    13F-HR 0001352776-23-000002 filed by Regis Management CO LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-12-31
    13F 35,325 shares
    Change vs previous 13F 0 shares

    1.8% of the 13F portfolio, value $7,795,000.

    13F-HR 0001352776-23-000001 filed by Regis Management CO LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-09-30
    13F 35,325 shares
    Change vs previous 13F not available

    1.77% of the 13F portfolio, value $7,314,000.

    13F-HR 0001352776-22-000005 filed by Regis Management CO LLC
    Filed (acceptance time not in the bulk data set), ingested

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