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Disclosery

Wellington Grp LLC: IWY position timeline

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

Wellington Grp LLC held 40,802 IWY shares at 2026-06-30 per its 13F-HR/A filed 2026-08-26.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 40,802 shares
    Change vs previous 13F +3,085 shares

    3.14% of the 13F portfolio, value $11,857,976.

    13F-HR/A 0002134013-26-000007 filed by Wellington Grp 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 37,717 shares
    Change vs previous 13F +7,265 shares

    2.89% of the 13F portfolio, value $9,385,474.

    13F-HR 0002134013-26-000003 filed by Wellington Grp 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/A 30,452 shares
    Change vs previous 13F not available

    2.81% of the 13F portfolio, value $8,433,254.

    13F-HR/A 0002134013-26-000004 filed by Wellington Grp LLC
    Filed (acceptance time not in the bulk data set), ingested

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