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Disclosery

Truvestments Capital LLC: IWY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Truvestments Capital LLC on IWY, newest first. How the timeline and the estimate are built.

Truvestments Capital LLC held 3,630 IWY shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,630 shares
    Change vs previous 13F -83 shares

    0.16% of the 13F portfolio, value $1,054,925.

    13F-HR 0001750405-26-000005 filed by Truvestments Capital 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 3,713 shares
    Change vs previous 13F +82 shares

    0.17% of the 13F portfolio, value $923,821.

    13F-HR 0001750405-26-000004 filed by Truvestments Capital 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 3,631 shares
    Change vs previous 13F -26 shares

    0.18% of the 13F portfolio, value $1,005,651.

    13F-HR 0001750405-26-000002 filed by Truvestments Capital 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 3,657 shares
    Change vs previous 13F -12 shares

    0.18% of the 13F portfolio, value $1,000,691.

    13F-HR 0001750405-25-000009 filed by Truvestments Capital 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 3,669 shares
    Change vs previous 13F +1 shares

    0.18% of the 13F portfolio, value $904,559.

    13F-HR 0001750405-25-000005 filed by Truvestments Capital 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 3,668 shares
    Change vs previous 13F +3,348 shares

    0.17% of the 13F portfolio, value $773,724.

    13F-HR 0001750405-25-000004 filed by Truvestments Capital 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 320 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $75,286.

    13F-HR 0001750405-25-000002 filed by Truvestments Capital 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 320 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $70,416.

    13F-HR 0001750405-24-000010 filed by Truvestments Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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