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SILVIA MCCOLL WEALTH MANAGEMENT, LLC: IWV position timeline

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

SILVIA MCCOLL WEALTH MANAGEMENT, LLC held 5,448 IWV shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,448 shares
    Change vs previous 13F 0 shares

    1.41% of the 13F portfolio, value $2,351,684.

    13F-HR 0001991983-26-000006 filed by SILVIA MCCOLL WEALTH MANAGEMENT, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,448 shares
    Change vs previous 13F -35 shares

    1.4% of the 13F portfolio, value $2,323,027.

    13F-HR 0001991983-26-000004 filed by SILVIA MCCOLL 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 ended2026-03-31
    13F 5,483 shares
    Change vs previous 13F -12 shares

    1.34% of the 13F portfolio, value $2,032,438.

    13F-HR 0001991983-26-000003 filed by SILVIA MCCOLL 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 ended2025-12-31
    13F 5,495 shares
    Change vs previous 13F -9 shares

    1.41% of the 13F portfolio, value $2,125,741.

    13F-HR 0001991983-26-000002 filed by SILVIA MCCOLL 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 ended2025-09-30
    13F 5,504 shares
    Change vs previous 13F -40 shares

    1.41% of the 13F portfolio, value $2,085,686.

    13F-HR 0001991983-25-000008 filed by SILVIA MCCOLL 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 ended2025-06-30
    13F 5,544 shares
    Change vs previous 13F -13 shares

    1.41% of the 13F portfolio, value $1,945,944.

    13F-HR 0001991983-25-000005 filed by SILVIA MCCOLL WEALTH 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 ended2025-03-31
    13F 5,557 shares
    Change vs previous 13F -27 shares

    1.34% of the 13F portfolio, value $1,765,125.

    13F-HR 0001991983-25-000003 filed by SILVIA MCCOLL WEALTH 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 ended2024-12-31
    13F 5,584 shares
    Change vs previous 13F not available

    1.4% of the 13F portfolio, value $1,866,452.

    13F-HR 0001991983-25-000001 filed by SILVIA MCCOLL WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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