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Disclosery

Strategic Equity Management: IWV position timeline

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

Strategic Equity Management held 53,092 IWV shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 53,092 shares
    Change vs previous 13F -3,079 shares

    7.6% of the 13F portfolio, value $22,638,304.

    13F-HR 0001843578-26-000005 filed by Strategic Equity Management
    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 56,171 shares
    Change vs previous 13F +162 shares

    7.83% of the 13F portfolio, value $20,821,396.

    13F-HR 0001843578-26-000003 filed by Strategic Equity Management
    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 56,009 shares
    Change vs previous 13F +867 shares

    7.35% of the 13F portfolio, value $21,667,171.

    13F-HR 0001843578-26-000001 filed by Strategic Equity Management
    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 55,142 shares
    Change vs previous 13F -23 shares

    7.74% of the 13F portfolio, value $20,895,624.

    13F-HR 0001843578-25-000008 filed by Strategic Equity Management
    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 55,165 shares
    Change vs previous 13F +2,583 shares

    7.12% of the 13F portfolio, value $19,362,862.

    13F-HR 0001843578-25-000006 filed by Strategic Equity Management
    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 52,582 shares
    Change vs previous 13F +2,300 shares

    7.02% of the 13F portfolio, value $16,702,288.

    13F-HR 0001843578-25-000003 filed by Strategic Equity Management
    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 50,282 shares
    Change vs previous 13F +2,904 shares

    7.08% of the 13F portfolio, value $16,806,761.

    13F-HR 0001843578-25-000002 filed by Strategic Equity Management
    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 47,378 shares
    Change vs previous 13F not available

    7.34% of the 13F portfolio, value $15,479,780.

    13F-HR 0001843578-24-000006 filed by Strategic Equity Management
    Filed (acceptance time not in the bulk data set), ingested

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