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TWIN FOCUS CAPITAL PARTNERS, LLC: IWV position timeline

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

TWIN FOCUS CAPITAL PARTNERS, LLC held 11,226 IWV shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,226 shares
    Change vs previous 13F -27 shares

    0.49% of the 13F portfolio, value $4,786,766.

    13F-HR 0001172661-26-002872 filed by TWIN FOCUS CAPITAL 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 11,253 shares
    Change vs previous 13F 0 shares

    0.48% of the 13F portfolio, value $4,171,262.

    13F-HR 0001172661-26-001948 filed by TWIN FOCUS CAPITAL 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 11,253 shares
    Change vs previous 13F -107 shares

    0.5% of the 13F portfolio, value $4,353,223.

    13F-HR 0001172661-26-000934 filed by TWIN FOCUS CAPITAL 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 11,360 shares
    Change vs previous 13F 0 shares

    0.55% of the 13F portfolio, value $4,304,758.

    13F-HR 0001172661-25-004731 filed by TWIN FOCUS CAPITAL 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 11,360 shares
    Change vs previous 13F -160 shares

    0.56% of the 13F portfolio, value $3,987,360.

    13F-HR 0001172661-25-003058 filed by TWIN FOCUS CAPITAL 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 11,520 shares
    Change vs previous 13F -875 shares

    0.57% of the 13F portfolio, value $3,659,213.

    13F-HR 0001172661-25-001761 filed by TWIN FOCUS CAPITAL 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 12,395 shares
    Change vs previous 13F -131 shares

    0.61% of the 13F portfolio, value $4,143,029.

    13F-HR 0001172661-25-000846 filed by TWIN FOCUS CAPITAL 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 12,526 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $4,092,620.

    13F-HR 0001172661-24-004988 filed by TWIN FOCUS CAPITAL PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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