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Disclosery

Affiance Financial, LLC: IWF position timeline

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

Affiance Financial, LLC held 265,114 IWF shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 265,114 shares
    Change vs previous 13F +203,770 shares

    4.74% of the 13F portfolio, value $32,919,263.

    13F-HR 0001723681-26-000004 filed by Affiance 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 61,344 shares
    Change vs previous 13F +12,064 shares

    4.24% of the 13F portfolio, value $26,157,082.

    13F-HR 0001723681-26-000003 filed by Affiance 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 49,280 shares
    Change vs previous 13F +5,856 shares

    3.75% of the 13F portfolio, value $23,324,224.

    13F-HR 0001723681-26-000001 filed by Affiance 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 43,424 shares
    Change vs previous 13F +3,325 shares

    3.7% of the 13F portfolio, value $20,340,236.

    13F-HR 0001085146-25-005939 filed by Affiance 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 40,099 shares
    Change vs previous 13F +6,004 shares

    3.46% of the 13F portfolio, value $17,025,233.

    13F-HR 0001085146-25-003718 filed by Affiance 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 34,095 shares
    Change vs previous 13F +4,060 shares

    2.87% of the 13F portfolio, value $12,311,364.

    13F-HR 0001085146-25-001968 filed by Affiance 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 30,035 shares
    Change vs previous 13F +1,322 shares

    2.88% of the 13F portfolio, value $12,061,455.

    13F-HR 0001085146-25-000379 filed by Affiance 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 28,713 shares
    Change vs previous 13F not available

    2.62% of the 13F portfolio, value $10,778,286.

    13F-HR 0001085146-24-004844 filed by Affiance Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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