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Ackerman Asset Management, LLC: IWB position timeline

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

Ackerman Asset Management, LLC held 21,375 IWB shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,375 shares
    Change vs previous 13F -90 shares

    5.25% of the 13F portfolio, value $8,753,062.

    13F-HR 0002067071-26-000003 filed by Ackerman Asset 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 21,465 shares
    Change vs previous 13F -493 shares

    5.34% of the 13F portfolio, value $7,653,560.

    13F-HR 0002067071-26-000002 filed by Ackerman Asset 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 21,958 shares
    Change vs previous 13F 0 shares

    5.45% of the 13F portfolio, value $8,199,996.

    13F-HR 0002067071-26-000001 filed by Ackerman Asset 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 21,958 shares
    Change vs previous 13F 0 shares

    5.75% of the 13F portfolio, value $8,025,210.

    13F-HR 0002067071-25-000004 filed by Ackerman Asset 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 21,958 shares
    Change vs previous 13F 0 shares

    5.97% of the 13F portfolio, value $7,456,278.

    13F-HR 0002067071-25-000003 filed by Ackerman Asset 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 21,958 shares
    Change vs previous 13F not available

    6.09% of the 13F portfolio, value $6,735,397.

    13F-HR 0002067071-25-000002 filed by Ackerman Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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