Skip to content
Disclosery

Savant Capital, LLC: IWV position timeline

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

Savant Capital, LLC held 74,224 IWV shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 74,224 shares
    Change vs previous 13F -65 shares

    0.09% of the 13F portfolio, value $31,649,628.

    13F-HR 0001482880-26-000014 filed by Savant Capital, 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 74,289 shares
    Change vs previous 13F +5,990 shares

    0.13% of the 13F portfolio, value $27,537,525.

    13F-HR 0001482880-26-000009 filed by Savant Capital, 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 68,299 shares
    Change vs previous 13F -890 shares

    0.15% of the 13F portfolio, value $26,421,557.

    13F-HR 0001482880-26-000005 filed by Savant Capital, 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/A 69,189 shares
    Change vs previous 13F +1,159 shares

    0.16% of the 13F portfolio, value $26,218,386.

    13F-HR/A 0001482880-26-000008 filed by Savant Capital, 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/A 68,030 shares
    Change vs previous 13F +767 shares

    0.17% of the 13F portfolio, value $23,878,357.

    13F-HR/A 0001482880-26-000007 filed by Savant Capital, 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/A 67,263 shares
    Change vs previous 13F +8 shares

    0.18% of the 13F portfolio, value $21,365,495.

    13F-HR/A 0001482880-26-000006 filed by Savant Capital, 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 67,255 shares
    Change vs previous 13F -204 shares

    0.18% of the 13F portfolio, value $22,479,910.

    13F-HR 0001085146-25-000573 filed by Savant Capital, 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 67,459 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $22,040,917.

    13F-HR 0001085146-24-005340 filed by Savant Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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