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Wolf Group Capital Advisors: IWY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wolf Group Capital Advisors on IWY, newest first. How the timeline and the estimate are built.

Wolf Group Capital Advisors held 33,923 IWY shares at 2025-03-31 per its 13F-HR filed 2025-04-18.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 33,923 shares
    Change vs previous 13F -4,360 shares

    2.4% of the 13F portfolio, value $7,155,911.

    13F-HR 0001085146-25-002200 filed by Wolf Group Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 38,283 shares
    Change vs previous 13F 0 shares

    2.94% of the 13F portfolio, value $6,070,283.

    13F-HR 0001085146-25-001736 filed by Wolf Group Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 38,283 shares
    Change vs previous 13F +3,645 shares

    2.89% of the 13F portfolio, value $6,070,283.

    13F-HR 0001085146-24-005292 filed by Wolf Group Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 34,638 shares
    Change vs previous 13F -3,645 shares

    2.93% of the 13F portfolio, value $7,430,749.

    13F-HR 0001085146-24-003361 filed by Wolf Group Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 38,283 shares
    Change vs previous 13F 0 shares

    2.89% of the 13F portfolio, value $6,070,283.

    13F-HR 0001085146-24-002041 filed by Wolf Group Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 38,283 shares
    Change vs previous 13F +116 shares

    2.88% of the 13F portfolio, value $6,070,283.

    13F-HR 0001085146-24-000390 filed by Wolf Group Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 38,167 shares
    Change vs previous 13F -152 shares

    2.78% of the 13F portfolio, value $5,871,356.

    13F-HR 0001085146-23-004003 filed by Wolf Group Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 38,319 shares
    Change vs previous 13F not available

    2.88% of the 13F portfolio, value $5,775,893.

    13F-HR 0001085146-23-002975 filed by Wolf Group Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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