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Sheridan Capital Management, LLC: IWV position timeline

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

Sheridan Capital Management, LLC held 20,455 IWV shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,455 shares
    Change vs previous 13F -395 shares

    4.2% of the 13F portfolio, value $8,722,116.

    13F-HR 0001172661-26-003137 filed by Sheridan 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 20,850 shares
    Change vs previous 13F +61 shares

    4.07% of the 13F portfolio, value $7,728,531.

    13F-HR 0001172661-26-001552 filed by Sheridan 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 20,789 shares
    Change vs previous 13F +631 shares

    4.08% of the 13F portfolio, value $8,042,238.

    13F-HR 0001172661-26-000285 filed by Sheridan 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 20,158 shares
    Change vs previous 13F +865 shares

    4.03% of the 13F portfolio, value $7,638,996.

    13F-HR 0001172661-25-004448 filed by Sheridan 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 19,293 shares
    Change vs previous 13F -496 shares

    4.67% of the 13F portfolio, value $6,771,715.

    13F-HR 0001172661-25-002891 filed by Sheridan 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 19,789 shares
    Change vs previous 13F -160 shares

    4.58% of the 13F portfolio, value $6,285,823.

    13F-HR 0001172661-25-001934 filed by Sheridan 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 19,949 shares
    Change vs previous 13F +63 shares

    4.68% of the 13F portfolio, value $6,668,570.

    13F-HR 0001172661-25-000306 filed by Sheridan 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 19,886 shares
    Change vs previous 13F not available

    4.59% of the 13F portfolio, value $6,497,206.

    13F-HR 0001172661-24-004233 filed by Sheridan Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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