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Tennessee Valley Asset Management Partners: IWV position timeline

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

Tennessee Valley Asset Management Partners held 4,249 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 4,249 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $1,811,774.

    13F-HR 0001826790-26-000003 filed by Tennessee Valley Asset Management Partners
    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 4,249 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $1,575,019.

    13F-HR 0001826790-26-000002 filed by Tennessee Valley Asset Management Partners
    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 4,249 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $1,643,726.

    13F-HR 0001826790-26-000001 filed by Tennessee Valley Asset Management Partners
    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 4,249 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $1,610,116.

    13F-HR 0001826790-25-000006 filed by Tennessee Valley Asset Management Partners
    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 4,249 shares
    Change vs previous 13F 0 shares

    0.38% of the 13F portfolio, value $1,491,399.

    13F-HR 0001826790-25-000004 filed by Tennessee Valley Asset Management Partners
    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 4,249 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $1,349,652.

    13F-HR 0001826790-25-000002 filed by Tennessee Valley Asset Management Partners
    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 4,249 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $1,420,228.

    13F-HR 0001826790-25-000001 filed by Tennessee Valley Asset Management Partners
    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 4,249 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,410,286.

    13F-HR 0001826790-24-000009 filed by Tennessee Valley Asset Management Partners
    Filed (acceptance time not in the bulk data set), ingested

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