Skip to content
Disclosery

626 Financial, LLC: IWY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 626 Financial, LLC on IWY, newest first. How the timeline and the estimate are built.

626 Financial, LLC held 27,291 IWY shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,291 shares
    Change vs previous 13F -4,355 shares

    3.1% of the 13F portfolio, value $7,931,384.

    13F-HR 0001951757-26-001069 filed by 626 Financial, 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 31,646 shares
    Change vs previous 13F -7,011 shares

    3.52% of the 13F portfolio, value $7,874,850.

    13F-HR 0001951757-26-000723 filed by 626 Financial, 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 38,657 shares
    Change vs previous 13F +872 shares

    4.62% of the 13F portfolio, value $10,705,660.

    13F-HR 0001951757-26-000373 filed by 626 Financial, 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 37,785 shares
    Change vs previous 13F +535 shares

    4.56% of the 13F portfolio, value $10,339,799.

    13F-HR 0001951757-25-001344 filed by 626 Financial, 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 37,250 shares
    Change vs previous 13F +971 shares

    4.31% of the 13F portfolio, value $9,182,404.

    13F-HR/A 0001951757-25-001014 filed by 626 Financial, 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 36,279 shares
    Change vs previous 13F +2,651 shares

    3.94% of the 13F portfolio, value $7,652,780.

    13F-HR 0001951757-25-000288 filed by 626 Financial, 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 33,628 shares
    Change vs previous 13F +3,777 shares

    4.27% of the 13F portfolio, value $7,911,586.

    13F-HR 0001951757-25-000015 filed by 626 Financial, 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 29,851 shares
    Change vs previous 13F not available

    3.64% of the 13F portfolio, value $6,568,658.

    13F-HR 0001951757-24-001022 filed by 626 Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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