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Sebold Capital Management, Inc.: IWV position timeline

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

Sebold Capital Management, Inc. held 784 IWV shares at 2025-06-30 per its 13F-HR filed 2025-08-05.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 784 shares
    Change vs previous 13F -18 shares

    0.17% of the 13F portfolio, value $275,184.

    13F-HR 0001754960-25-000536 filed by Sebold Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 802 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $254,748.

    13F-HR 0001754960-25-000251 filed by Sebold Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 802 shares
    Change vs previous 13F -96 shares

    0.18% of the 13F portfolio, value $268,069.

    13F-HR 0001754960-25-000026 filed by Sebold Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 898 shares
    Change vs previous 13F -5 shares

    0.19% of the 13F portfolio, value $293,404.

    13F-HR 0001754960-24-000526 filed by Sebold Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 903 shares
    Change vs previous 13F -232 shares

    0.19% of the 13F portfolio, value $278,730.

    13F-HR 0001754960-24-000420 filed by Sebold Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 1,135 shares
    Change vs previous 13F -2 shares

    0.23% of the 13F portfolio, value $340,591.

    13F-HR 0001754960-24-000133 filed by Sebold Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 1,137 shares
    Change vs previous 13F -130 shares

    0.23% of the 13F portfolio, value $311,243.

    13F-HR 0001754960-24-000036 filed by Sebold Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 1,267 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $310,492.

    13F-HR 0001754960-23-000290 filed by Sebold Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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