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Disclosery

Strategic Advocates LLC: IWV position timeline

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

Strategic Advocates LLC held 5 IWV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $2,132.

    13F-HR 0001991340-26-000005 filed by Strategic Advocates 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 5 shares
    Change vs previous 13F -569 shares

    0.01% of the 13F portfolio, value $1,853.

    13F-HR 0001991340-26-000002 filed by Strategic Advocates 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 574 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $223,705.

    13F-HR 0001991340-26-000001 filed by Strategic Advocates 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 574 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $217,512.

    13F-HR 0001991340-25-000003 filed by Strategic Advocates 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 574 shares
    Change vs previous 13F +574 shares

    0.06% of the 13F portfolio, value $201,474.

    13F-HR 0001765380-25-000246 filed by Strategic Advocates 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 0 shares
    Change vs previous 13F -662 shares

    13F-HR 0001765380-25-000202 filed by Strategic Advocates LLC
    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.

  7. period ended2024-12-31
    13F 662 shares
    Change vs previous 13F -123 shares

    0.07% of the 13F portfolio, value $221,274.

    13F-HR 0001765380-25-000009 filed by Strategic Advocates 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 785 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $256,483.

    13F-HR 0001765380-24-000390 filed by Strategic Advocates LLC
    Filed (acceptance time not in the bulk data set), ingested

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