Virtue Capital Management, LLC: IWP position timeline

Virtue Capital Management, LLC held 0 IWP shares at 2025-12-31 per its 13F-HR/A filed 2026-02-18.

the latest 13F is the newest step

1. period ended2025-12-31

   13F/A 0 shares

   Change vs previous 13F -14,350 shares

   13F-HR/A 0001104659-26-016820 filed by Virtue Capital Management, LLC
   Filed 2026-02-18 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

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

2. period ended2025-09-30

   13F/A 14,350 shares

   Change vs previous 13F +5,074 shares

   0.22% of the 13F portfolio, value $1,406,130.

   13F-HR/A 0001104659-26-016822 filed by Virtue Capital Management, LLC
   Filed 2026-02-18 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

3. period ended2025-06-30

   13F 9,276 shares

   Change vs previous 13F -2,937 shares

   0.24% of the 13F portfolio, value $1,286,396.

   13F-HR 0001104659-25-077270 filed by Virtue Capital Management, LLC
   Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

4. period ended2025-03-31

   13F 12,213 shares

   Change vs previous 13F +885 shares

   0.17% of the 13F portfolio, value $1,434,687.

   13F-HR 0001104659-25-049438 filed by Virtue Capital Management, LLC
   Filed 2025-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

5. period ended2024-12-31

   13F 11,328 shares

   Change vs previous 13F not available

   0.29% of the 13F portfolio, value $1,435,824.

   13F-HR 0001104659-25-017266 filed by Virtue Capital Management, LLC
   Filed 2025-02-26 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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