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Disclosery

Stonebrook Private Inc.: IWV position timeline

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

Stonebrook Private Inc. held 0 IWV shares at 2026-03-31 per its 13F-HR filed 2026-05-11.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -1,490 shares

    13F-HR 0001765380-26-000202 filed by Stonebrook Private Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 1,490 shares
    Change vs previous 13F -1,693 shares

    0.12% of the 13F portfolio, value $576,407.

    13F-HR 0001765380-26-000103 filed by Stonebrook Private Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 3,183 shares
    Change vs previous 13F -276 shares

    0.26% of the 13F portfolio, value $1,206,166.

    13F-HR 0001765380-25-000461 filed by Stonebrook Private Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 3,459 shares
    Change vs previous 13F -1 shares

    0.28% of the 13F portfolio, value $1,214,109.

    13F-HR 0001765380-25-000325 filed by Stonebrook Private Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 3,460 shares
    Change vs previous 13F +2,525 shares

    0.29% of the 13F portfolio, value $1,099,034.

    13F-HR 0001765380-25-000157 filed by Stonebrook Private Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 935 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $312,524.

    13F-HR 0001765380-25-000116 filed by Stonebrook Private Inc.
    Filed (acceptance time not in the bulk data set), ingested

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