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Disclosery

Vigilare Wealth Management: IWV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Vigilare Wealth Management on IWV, newest first. How the timeline and the estimate are built.

Vigilare Wealth Management held 0 IWV shares at 2026-03-31 per its 13F-HR filed 2026-04-01.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -607 shares

    13F-HR 0001730889-26-000002 filed by Vigilare Wealth Management
    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 607 shares
    Change vs previous 13F -20,874 shares

    0.08% of the 13F portfolio, value $234,818.

    13F-HR 0001730889-26-000001 filed by Vigilare Wealth Management
    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 21,481 shares
    Change vs previous 13F +251 shares

    2.82% of the 13F portfolio, value $8,140,088.

    13F-HR 0001730889-25-000006 filed by Vigilare Wealth Management
    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 21,230 shares
    Change vs previous 13F not available

    2.79% of the 13F portfolio, value $7,451,730.

    13F-HR 0001730889-25-000004 filed by Vigilare Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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