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Disclosery

WLTH Capital Management, LLC: IWV position timeline

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

WLTH Capital Management, LLC held 1,013 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 1,013 shares
    Change vs previous 13F -5 shares

    0.28% of the 13F portfolio, value $431,943.

    13F-HR 0001951757-26-000951 filed by WLTH Capital Management, 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/A 1,018 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $377,352.

    13F-HR/A 0001951757-26-000585 filed by WLTH Capital Management, 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 1,018 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $395,289.

    13F-HR 0001951757-26-000486 filed by WLTH Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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