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William Howard & Co Financial Advisors Inc: IWV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of William Howard & Co Financial Advisors Inc on IWV, newest first. How the timeline and the estimate are built.

William Howard & Co Financial Advisors Inc held 13,778 IWV shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,778 shares
    Change vs previous 13F +3 shares

    4.57% of the 13F portfolio, value $5,874,956.

    13F-HR 0002063364-26-000188 filed by William Howard & Co Financial Advisors Inc
    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 13,775 shares
    Change vs previous 13F -496 shares

    4.41% of the 13F portfolio, value $5,106,161.

    13F-HR 0002063364-26-000138 filed by William Howard & Co Financial Advisors Inc
    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 14,271 shares
    Change vs previous 13F -49 shares

    4.65% of the 13F portfolio, value $5,520,549.

    13F-HR 0002063364-26-000012 filed by William Howard & Co Financial Advisors Inc
    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 14,320 shares
    Change vs previous 13F -705 shares

    4.62% of the 13F portfolio, value $5,426,396.

    13F-HR 0002063364-25-000242 filed by William Howard & Co Financial Advisors Inc
    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 15,025 shares
    Change vs previous 13F +121 shares

    4.6% of the 13F portfolio, value $5,273,685.

    13F-HR 0002063364-25-000115 filed by William Howard & Co Financial Advisors Inc
    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 14,904 shares
    Change vs previous 13F -1,137 shares

    4.44% of the 13F portfolio, value $4,733,920.

    13F-HR 0002063364-25-000037 filed by William Howard & Co Financial Advisors Inc
    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 16,041 shares
    Change vs previous 13F -15 shares

    4.85% of the 13F portfolio, value $5,361,000.

    13F-HR 0002011188-25-000004 filed by William Howard & Co Financial Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 16,056 shares
    Change vs previous 13F not available

    4.48% of the 13F portfolio, value $5,247,000.

    13F-HR 0002023493-24-000008 filed by William Howard & Co Financial Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

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