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ALLEN OPERATIONS LLC: IWV position timeline

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

ALLEN OPERATIONS LLC held 35,363 IWV shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,363 shares
    Change vs previous 13F +232 shares

    0.18% of the 13F portfolio, value $15,078,783.

    13F-HR 0001214659-26-009633 filed by Allen Investment 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 35,131 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $13,022,359.

    13F-HR 0001214659-26-005739 filed by Allen Investment 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 35,131 shares
    Change vs previous 13F -194 shares

    0.15% of the 13F portfolio, value $13,590,427.

    13F-HR 0001214659-26-001416 filed by Allen Investment Management, LLC
    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 35,325 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $13,386,056.

    13F-HR 0001214659-25-015984 filed by Allen Investment Management, LLC
    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 35,325 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $12,399,075.

    13F-HR 0001214659-25-011666 filed by Allen Investment Management, LLC
    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 35,325 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $11,220,633.

    13F-HR 0001214659-25-007063 filed by Allen Investment Management, LLC
    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 35,325 shares
    Change vs previous 13F -58 shares

    0.14% of the 13F portfolio, value $11,807,381.

    13F-HR 0001214659-25-002274 filed by Allen Investment Management, LLC
    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 35,383 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $11,560,688.

    13F-HR 0001214659-24-018529 filed by Allen Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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