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ACT WEALTH MANAGEMENT, LLC: IWB position timeline

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

ACT WEALTH MANAGEMENT, LLC held 79,833 IWB shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 79,833 shares
    Change vs previous 13F -1,625 shares

    9.77% of the 13F portfolio, value $33,220,796.

    13F-HR 0001754960-26-000829 filed by ACT WEALTH MANAGEMENT, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 81,458 shares
    Change vs previous 13F +3,807 shares

    9.8% of the 13F portfolio, value $33,357,205.

    13F-HR 0001754960-26-000416 filed by ACT 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 77,651 shares
    Change vs previous 13F +1,579 shares

    9.3% of the 13F portfolio, value $27,687,354.

    13F-HR 0001754960-26-000255 filed by ACT 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 76,072 shares
    Change vs previous 13F -2,096 shares

    9.29% of the 13F portfolio, value $28,408,257.

    13F-HR 0001754960-26-000076 filed by ACT 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 78,168 shares
    Change vs previous 13F +1,321 shares

    10.01% of the 13F portfolio, value $28,568,929.

    13F-HR 0001754960-25-000631 filed by ACT 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 76,847 shares
    Change vs previous 13F +2,977 shares

    11.02% of the 13F portfolio, value $26,095,027.

    13F-HR 0001754960-25-000330 filed by ACT 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 73,870 shares
    Change vs previous 13F -1,009 shares

    10.25% of the 13F portfolio, value $22,658,998.

    13F-HR 0001754960-25-000172 filed by ACT 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 74,879 shares
    Change vs previous 13F not available

    11.28% of the 13F portfolio, value $24,122,917.

    13F-HR 0001754960-25-000040 filed by ACT WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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