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Disclosery

UNIONVIEW, LLC: IWD position timeline

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

UNIONVIEW, LLC held 16,184 IWD shares at 2024-12-31 per its 13F-HR filed 2025-02-03.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 16,184 shares
    Change vs previous 13F -34 shares

    2.2% of the 13F portfolio, value $2,996,144.

    13F-HR 0001951757-25-000171 filed by UNIONVIEW, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 16,218 shares
    Change vs previous 13F -16 shares

    2.4% of the 13F portfolio, value $3,078,104.

    13F-HR 0001951757-24-001181 filed by UNIONVIEW, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 16,234 shares
    Change vs previous 13F +430 shares

    2.31% of the 13F portfolio, value $2,832,350.

    13F-HR 0001951757-24-000633 filed by UNIONVIEW, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 15,804 shares
    Change vs previous 13F +2,147 shares

    2.34% of the 13F portfolio, value $2,830,601.

    13F-HR 0001951757-24-000410 filed by UNIONVIEW, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 13,657 shares
    Change vs previous 13F +607 shares

    2.03% of the 13F portfolio, value $2,256,810.

    13F-HR 0001951757-24-000108 filed by UNIONVIEW, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 13,050 shares
    Change vs previous 13F +1,641 shares

    1.87% of the 13F portfolio, value $1,981,321.

    13F-HR 0001951757-23-000649 filed by UNIONVIEW, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 11,409 shares
    Change vs previous 13F +498 shares

    1.64% of the 13F portfolio, value $1,800,755.

    13F-HR 0001951757-23-000424 filed by UNIONVIEW, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 10,911 shares
    Change vs previous 13F not available

    1.56% of the 13F portfolio, value $1,661,370.

    13F-HR 0001951757-23-000222 filed by UNIONVIEW, LLC
    Filed (acceptance time not in the bulk data set), ingested

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