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Disclosery

SCS Capital Management LLC: IWV position timeline

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

SCS Capital Management LLC held 1,858,646 IWV shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,858,646 shares
    Change vs previous 13F -7,012 shares

    7.49% of the 13F portfolio, value $792,526,539.

    13F-HR 0001303159-26-000003 filed by SCS 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 ended2026-03-31
    13F 1,865,658 shares
    Change vs previous 13F -9,142 shares

    7.33% of the 13F portfolio, value $691,562,203.

    13F-HR 0001303159-26-000002 filed by SCS 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 ended2025-12-31
    13F 1,874,800 shares
    Change vs previous 13F +8,384 shares

    7.68% of the 13F portfolio, value $725,266,464.

    13F-HR 0001303159-26-000001 filed by SCS 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 ended2025-09-30
    13F 1,866,416 shares
    Change vs previous 13F -9,157 shares

    7.71% of the 13F portfolio, value $707,259,590.

    13F-HR 0001303159-25-000012 filed by SCS 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 ended2025-06-30
    13F 1,875,573 shares
    Change vs previous 13F -27,189 shares

    7.3% of the 13F portfolio, value $658,326,027.

    13F-HR 0001303159-25-000004 filed by SCS 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 ended2025-03-31
    13F/A 1,902,762 shares
    Change vs previous 13F +157,444 shares

    7.69% of the 13F portfolio, value $604,393,284.

    13F-HR/A 0001303159-25-000003 filed by SCS 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 ended2024-12-31
    13F 1,745,318 shares
    Change vs previous 13F -203,003 shares

    12.03% of the 13F portfolio, value $583,372,674.

    13F-HR 0001303159-25-000001 filed by SCS 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 ended2024-09-30
    13F 1,948,321 shares
    Change vs previous 13F not available

    12.83% of the 13F portfolio, value $636,574,899.

    13F-HR 0001303159-24-000009 filed by SCS Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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