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Disclosery

Ridgewood Investments LLC: IWV position timeline

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

Ridgewood Investments LLC held 658 IWV shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 658 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $284,032.

    13F-HR 0001703556-26-000010 filed by Ridgewood Investments LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 658 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $280,571.

    13F-HR 0001703556-26-000007 filed by Ridgewood Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 658 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $243,907.

    13F-HR 0001703556-26-000004 filed by Ridgewood Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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