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1834 INVESTMENT ADVISORS CO: IWF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 1834 INVESTMENT ADVISORS CO on IWF, newest first. How the timeline and the estimate are built.

1834 INVESTMENT ADVISORS CO held 16,055 IWF shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,055 shares
    Change vs previous 13F +12,038 shares

    0.23% of the 13F portfolio, value $1,993,517.

    13F-HR 0001172661-26-002947 filed by 1834 INVESTMENT ADVISORS CO
    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 4,017 shares
    Change vs previous 13F -153 shares

    0.21% of the 13F portfolio, value $1,712,735.

    13F-HR 0001172661-26-001927 filed by 1834 INVESTMENT ADVISORS CO
    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 4,170 shares
    Change vs previous 13F -259 shares

    0.25% of the 13F portfolio, value $1,973,535.

    13F-HR 0001172661-26-000390 filed by 1834 INVESTMENT ADVISORS CO
    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 4,429 shares
    Change vs previous 13F -89 shares

    0.25% of the 13F portfolio, value $2,074,463.

    13F-HR 0001172661-25-004525 filed by 1834 INVESTMENT ADVISORS CO
    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 4,518 shares
    Change vs previous 13F -101 shares

    0.24% of the 13F portfolio, value $1,918,140.

    13F-HR 0001172661-25-002618 filed by 1834 INVESTMENT ADVISORS CO
    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 4,619 shares
    Change vs previous 13F -878 shares

    0.22% of the 13F portfolio, value $1,667,779.

    13F-HR 0001172661-25-001635 filed by 1834 INVESTMENT ADVISORS CO
    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 5,497 shares
    Change vs previous 13F -7,704 shares

    0.28% of the 13F portfolio, value $2,207,379.

    13F-HR 0001172661-25-000290 filed by 1834 INVESTMENT ADVISORS CO
    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 13,201 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $4,955,292.

    13F-HR 0001172661-24-004407 filed by 1834 INVESTMENT ADVISORS CO
    Filed (acceptance time not in the bulk data set), ingested

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