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Sculati Wealth Management, LLC: IWY position timeline

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

Sculati Wealth Management, LLC held 60,965 IWY shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 60,965 shares
    Change vs previous 13F +2,474 shares

    5.68% of the 13F portfolio, value $17,036,669.

    13F-HR 0001803397-26-000008 filed by Sculati Wealth 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 58,491 shares
    Change vs previous 13F +3,324 shares

    5.37% of the 13F portfolio, value $14,554,900.

    13F-HR 0001803397-26-000004 filed by Sculati Wealth 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 55,167 shares
    Change vs previous 13F +4,114 shares

    5.39% of the 13F portfolio, value $15,277,949.

    13F-HR 0001803397-26-000002 filed by Sculati Wealth 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 51,053 shares
    Change vs previous 13F +9,761 shares

    4.93% of the 13F portfolio, value $13,970,653.

    13F-HR 0001803397-25-000008 filed by Sculati Wealth 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 41,292 shares
    Change vs previous 13F +38,643 shares

    3.82% of the 13F portfolio, value $10,178,891.

    13F-HR 0001803397-25-000005 filed by Sculati Wealth 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 2,649 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $558,780.

    13F-HR 0001803397-25-000004 filed by Sculati Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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