Skip to content
Disclosery

William Mack & Associates, Inc.: IWV position timeline

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

William Mack & Associates, Inc. held 1,258 IWV shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,258 shares
    Change vs previous 13F -80 shares

    0.19% of the 13F portfolio, value $536,498.

    13F-HR 0001754960-26-000473 filed by William Mack & Associates, 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 1,338 shares
    Change vs previous 13F -14 shares

    0.28% of the 13F portfolio, value $496,027.

    13F-HR 0001754960-26-000244 filed by William Mack & Associates, 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 1,352 shares
    Change vs previous 13F -550 shares

    0.25% of the 13F portfolio, value $523,147.

    13F-HR 0001754960-26-000159 filed by William Mack & Associates, 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 1,902 shares
    Change vs previous 13F +3 shares

    0.39% of the 13F portfolio, value $720,656.

    13F-HR 0001754960-25-000794 filed by William Mack & Associates, 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 1,899 shares
    Change vs previous 13F +65 shares

    0.42% of the 13F portfolio, value $666,663.

    13F-HR 0001754960-25-000806 filed by William Mack & Associates, 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 1,834 shares
    Change vs previous 13F +55 shares

    0.5% of the 13F portfolio, value $582,479.

    13F-HR 0001754960-25-000805 filed by William Mack & Associates, 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 1,779 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $594,702.

    13F-HR 0001754960-25-000804 filed by William Mack & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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