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STRATEGIC INVESTMENT MANAGEMENT, LLC: IWV position timeline

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

STRATEGIC INVESTMENT MANAGEMENT, LLC held 41,391 IWV shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,391 shares
    Change vs previous 13F -45,440 shares

    6.07% of the 13F portfolio, value $17,649,122.

    13F-HR 0000846633-26-000012 filed by STRATEGIC INVESTMENT MANAGEMENT, 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 86,831 shares
    Change vs previous 13F +38,990 shares

    13.44% of the 13F portfolio, value $32,186,515.

    13F-HR 0000846633-26-000010 filed by STRATEGIC INVESTMENT 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 ended2025-12-31
    13F 47,841 shares
    Change vs previous 13F -14,670 shares

    9.38% of the 13F portfolio, value $18,507,291.

    13F-HR 0000846633-26-000003 filed by STRATEGIC INVESTMENT 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 ended2025-09-30
    13F 62,511 shares
    Change vs previous 13F -1,680 shares

    12.81% of the 13F portfolio, value $23,687,918.

    13F-HR 0000846633-25-000010 filed by STRATEGIC INVESTMENT 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 ended2025-06-30
    13F 64,191 shares
    Change vs previous 13F -58,010 shares

    12.07% of the 13F portfolio, value $22,531,041.

    13F-HR 0000846633-25-000008 filed by STRATEGIC INVESTMENT 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 ended2025-03-31
    13F 122,201 shares
    Change vs previous 13F -11,060 shares

    15.59% of the 13F portfolio, value $38,815,927.

    13F-HR 0000846633-25-000004 filed by STRATEGIC INVESTMENT 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 ended2024-12-31
    13F 133,261 shares
    Change vs previous 13F +116,741 shares

    15.36% of the 13F portfolio, value $44,542,489.

    13F-HR 0002049925-25-000004 filed by STRATEGIC INVESTMENT 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 ended2024-09-30
    13F 16,520 shares
    Change vs previous 13F not available

    6.86% of the 13F portfolio, value $6,544,402.

    13F-HR 0000846633-24-000012 filed by STRATEGIC INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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