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1900 WEALTH MANAGEMENT LLC: IWB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 1900 WEALTH MANAGEMENT LLC on IWB, newest first. How the timeline and the estimate are built.

1900 WEALTH MANAGEMENT LLC held 30,768 IWB shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 30,768 shares
    Change vs previous 13F +76 shares

    0.69% of the 13F portfolio, value $12,803,475.

    13F-HR 0001791996-26-000006 filed by 1900 WEALTH MANAGEMENT LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 30,692 shares
    Change vs previous 13F +263 shares

    0.7% of the 13F portfolio, value $12,568,208.

    13F-HR 0001791996-26-000005 filed by 1900 WEALTH 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 ended2026-03-31
    13F 30,429 shares
    Change vs previous 13F +5 shares

    0.7% of the 13F portfolio, value $10,849,658.

    13F-HR 0001791996-26-000004 filed by 1900 WEALTH 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 ended2025-12-31
    13F 30,424 shares
    Change vs previous 13F -77 shares

    0.73% of the 13F portfolio, value $11,361,597.

    13F-HR 0001791996-26-000001 filed by 1900 WEALTH 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 ended2025-09-30
    13F 30,501 shares
    Change vs previous 13F -23,696 shares

    0.76% of the 13F portfolio, value $11,147,368.

    13F-HR 0001791996-25-000007 filed by 1900 WEALTH 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 ended2025-06-30
    13F 54,197 shares
    Change vs previous 13F +1,848 shares

    1.39% of the 13F portfolio, value $18,403,835.

    13F-HR 0001791996-25-000006 filed by 1900 WEALTH 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 ended2025-03-31
    13F 52,349 shares
    Change vs previous 13F 0 shares

    1.34% of the 13F portfolio, value $16,057,685.

    13F-HR 0001791996-25-000005 filed by 1900 WEALTH 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 ended2024-12-31
    13F 52,349 shares
    Change vs previous 13F not available

    1.42% of the 13F portfolio, value $16,864,826.

    13F-HR 0001791996-25-000001 filed by 1900 WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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