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Roble, Belko & Company, Inc: IWV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Roble, Belko & Company, Inc on IWV, newest first. How the timeline and the estimate are built.

Roble, Belko & Company, Inc held 36,119 IWV shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,119 shares
    Change vs previous 13F 0 shares

    1.66% of the 13F portfolio, value $15,401,000.

    13F-HR 0001642305-26-000004 filed by Roble, Belko & Company, 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 36,119 shares
    Change vs previous 13F 0 shares

    1.7% of the 13F portfolio, value $13,389,000.

    13F-HR 0001642305-26-000003 filed by Roble, Belko & Company, 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 36,119 shares
    Change vs previous 13F -231 shares

    1.83% of the 13F portfolio, value $13,973,000.

    13F-HR 0001642305-26-000002 filed by Roble, Belko & Company, 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 36,350 shares
    Change vs previous 13F 0 shares

    1.87% of the 13F portfolio, value $13,774,000.

    13F-HR 0001642305-25-000006 filed by Roble, Belko & Company, 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 36,350 shares
    Change vs previous 13F -761 shares

    1.86% of the 13F portfolio, value $12,759,000.

    13F-HR 0001642305-25-000005 filed by Roble, Belko & Company, 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 37,111 shares
    Change vs previous 13F -125 shares

    1.88% of the 13F portfolio, value $11,788,000.

    13F-HR 0001642305-25-000003 filed by Roble, Belko & Company, 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 37,236 shares
    Change vs previous 13F 0 shares

    1.98% of the 13F portfolio, value $12,446,000.

    13F-HR 0001642305-25-000002 filed by Roble, Belko & Company, 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 37,236 shares
    Change vs previous 13F not available

    1.92% of the 13F portfolio, value $12,166,000.

    13F-HR 0001642305-24-000009 filed by Roble, Belko & Company, Inc
    Filed (acceptance time not in the bulk data set), ingested

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