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Disclosery

Triune Financial Partners, LLC: IWV position timeline

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

Triune Financial Partners, LLC held 17,410 IWV shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,410 shares
    Change vs previous 13F +40 shares

    1.55% of the 13F portfolio, value $7,423,509.

    13F-HR 0002040393-26-000003 filed by Triune Financial Partners, 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 17,370 shares
    Change vs previous 13F -344 shares

    1.53% of the 13F portfolio, value $6,438,868.

    13F-HR 0002040393-26-000002 filed by Triune Financial Partners, 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 17,714 shares
    Change vs previous 13F -137 shares

    1.63% of the 13F portfolio, value $6,955,931.

    13F-HR 0002040393-26-000001 filed by Triune Financial Partners, 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 17,851 shares
    Change vs previous 13F -372 shares

    1.7% of the 13F portfolio, value $6,764,530.

    13F-HR 0002040393-25-000007 filed by Triune Financial Partners, 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 18,223 shares
    Change vs previous 13F +48 shares

    1.76% of the 13F portfolio, value $6,396,223.

    13F-HR 0002040393-25-000003 filed by Triune Financial Partners, 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 18,175 shares
    Change vs previous 13F +44 shares

    1.83% of the 13F portfolio, value $5,773,231.

    13F-HR 0002040393-25-000002 filed by Triune Financial Partners, 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 18,131 shares
    Change vs previous 13F -647 shares

    1.91% of the 13F portfolio, value $6,060,451.

    13F-HR 0002040393-25-000001 filed by Triune Financial Partners, 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 18,778 shares
    Change vs previous 13F not available

    1.93% of the 13F portfolio, value $6,135,247.

    13F-HR 0002040393-24-000008 filed by Triune Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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