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1900 WEALTH MANAGEMENT LLC: IWF position timeline

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

1900 WEALTH MANAGEMENT LLC held 71,253 IWF shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 71,253 shares
    Change vs previous 13F +50,546 shares

    0.49% of the 13F portfolio, value $8,847,438.

    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).

  2. period ended2026-03-31
    13F 20,707 shares
    Change vs previous 13F -133 shares

    0.57% of the 13F portfolio, value $8,829,421.

    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).

  3. period ended2025-12-31
    13F 20,840 shares
    Change vs previous 13F +111 shares

    0.63% of the 13F portfolio, value $9,863,502.

    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).

  4. period ended2025-09-30
    13F 20,729 shares
    Change vs previous 13F -70 shares

    0.66% of the 13F portfolio, value $9,709,780.

    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).

  5. period ended2025-06-30
    13F 20,799 shares
    Change vs previous 13F -220 shares

    0.67% of the 13F portfolio, value $8,830,865.

    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).

  6. period ended2025-03-31
    13F 21,019 shares
    Change vs previous 13F -138 shares

    0.63% of the 13F portfolio, value $7,589,599.

    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).

  7. period ended2024-12-31
    13F 21,157 shares
    Change vs previous 13F -478 shares

    0.71% of the 13F portfolio, value $8,496,310.

    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).

  8. period ended2024-09-30
    13F/A 21,635 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $8,121,327.

    13F-HR/A 0001791996-24-000007 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).