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Disclosery

Verger Capital Management LLC: IYW position timeline

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

Verger Capital Management LLC held 0 IYW shares at 2026-03-31 per its 13F-HR filed 2026-05-13.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -2,443 shares

    13F-HR 0001172661-26-001746 filed by Verger Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 2,443 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $487,913.

    13F-HR 0001172661-26-000418 filed by Verger Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 2,443 shares
    Change vs previous 13F -431 shares

    0.16% of the 13F portfolio, value $478,444.

    13F-HR 0001172661-25-004380 filed by Verger Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 2,874 shares
    Change vs previous 13F +1 shares

    0.2% of the 13F portfolio, value $497,983.

    13F-HR 0001172661-25-002709 filed by Verger Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 2,873 shares
    Change vs previous 13F +2 shares

    0.18% of the 13F portfolio, value $403,419.

    13F-HR 0001172661-25-001808 filed by Verger Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 2,871 shares
    Change vs previous 13F +1 shares

    0.23% of the 13F portfolio, value $457,991.

    13F-HR 0001172661-25-000474 filed by Verger Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 2,870 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $435,130.

    13F-HR 0001172661-24-004631 filed by Verger Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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