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49 WEALTH MANAGEMENT, LLC: IWF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 49 WEALTH MANAGEMENT, LLC on IWF, newest first. How the timeline and the estimate are built.

49 WEALTH MANAGEMENT, LLC held 185,469 IWF shares at 2026-06-30 per its 13F-HR/A filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 185,469 shares
    Change vs previous 13F +184,347 shares

    4.39% of the 13F portfolio, value $23,029,727.

    13F-HR/A 0001104659-26-098355 filed by 49 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 1,122 shares
    Change vs previous 13F +117 shares

    0.04% of the 13F portfolio, value $478,467.

    13F-HR 0001104659-26-059918 filed by 49 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 1,005 shares
    Change vs previous 13F -335 shares

    0.04% of the 13F portfolio, value $475,443.

    13F-HR 0001104659-26-010120 filed by 49 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 1,340 shares
    Change vs previous 13F +165 shares

    0.06% of the 13F portfolio, value $627,437.

    13F-HR 0001104659-25-109943 filed by 49 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 1,175 shares
    Change vs previous 13F +160 shares

    0.05% of the 13F portfolio, value $498,755.

    13F-HR 0001104659-25-075156 filed by 49 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 1,015 shares
    Change vs previous 13F -469 shares

    0.04% of the 13F portfolio, value $366,526.

    13F-HR 0001104659-25-041965 filed by 49 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 1,484 shares
    Change vs previous 13F +610 shares

    0.08% of the 13F portfolio, value $595,751.

    13F-HR 0001104659-25-014408 filed by 49 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 874 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $328,082.

    13F-HR 0001104659-24-116419 filed by 49 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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