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VICTORY FINANCIAL GROUP, LLC: IWY position timeline

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

VICTORY FINANCIAL GROUP, LLC held 453,284 IWY shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 453,284 shares
    Change vs previous 13F -9,314 shares

    13.84% of the 13F portfolio, value $131,733,453.

    13F-HR 0001754960-26-000656 filed by VICTORY FINANCIAL GROUP, 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 462,598 shares
    Change vs previous 13F +14,063 shares

    14.14% of the 13F portfolio, value $115,112,867.

    13F-HR 0001754960-26-000326 filed by VICTORY FINANCIAL GROUP, 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 448,535 shares
    Change vs previous 13F +6,871 shares

    15.63% of the 13F portfolio, value $124,217,383.

    13F-HR 0001754960-26-000080 filed by VICTORY FINANCIAL GROUP, 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 441,664 shares
    Change vs previous 13F -5,799 shares

    16.62% of the 13F portfolio, value $120,918,771.

    13F-HR 0001754960-25-000796 filed by VICTORY FINANCIAL GROUP, 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 447,463 shares
    Change vs previous 13F +31,644 shares

    17.5% of the 13F portfolio, value $110,304,189.

    13F-HR 0001754960-25-000601 filed by VICTORY FINANCIAL GROUP, 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 415,819 shares
    Change vs previous 13F +151,696 shares

    16.78% of the 13F portfolio, value $87,431,495.

    13F-HR 0001754960-25-000293 filed by VICTORY FINANCIAL GROUP, 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 264,123 shares
    Change vs previous 13F not available

    16.33% of the 13F portfolio, value $62,140,201.

    13F-HR 0001754960-25-000127 filed by VICTORY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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