Strategic Capital Group LLC: IWV position timeline

Strategic Capital Group LLC held 14,334 IWV shares at 2014-06-30 per its 13F-HR filed 2014-07-14.

the latest 13F is the newest step

1. period ended2014-06-30

   13F 14,334 shares

   Change vs previous 13F 0 shares

   0.53% of the 13F portfolio, value $1,688,000.

   13F-HR 0001536037-14-000010 filed by Strategic Capital Group LLC
   Filed 2014-07-14 (acceptance time not in the bulk data set), ingested 2026-10-07 19:34:04 UTC

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

2. period ended2014-03-31

   13F/A 14,334 shares

   Change vs previous 13F -367 shares

   0.52% of the 13F portfolio, value $1,610,000.

   13F-HR/A 0001536037-14-000007 filed by Strategic Capital Group LLC
   Filed 2014-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 19:42:28 UTC

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

3. period ended2013-12-31

   13F/A 14,701 shares

   Change vs previous 13F -694 shares

   1.27% of the 13F portfolio, value $1,627,000.

   13F-HR/A 0001536037-14-000003 filed by Strategic Capital Group LLC
   Filed 2014-02-21 (acceptance time not in the bulk data set), ingested 2026-10-07 19:53:46 UTC

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

4. period ended2013-09-30

   13F 15,395 shares

   Change vs previous 13F +886 shares

   0.58% of the 13F portfolio, value $1,557,000.

   13F-HR 0001536037-13-000010 filed by Strategic Capital Group LLC
   Filed 2013-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 20:02:22 UTC

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

5. period ended2013-06-30

   13F 14,509 shares

   Change vs previous 13F not available

   0.7% of the 13F portfolio, value $1,399,000.

   13F-HR 0001536037-13-000009 filed by Strategic Capital Group LLC
   Filed 2013-08-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:59:42 UTC

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