Affiance Financial, LLC: IWP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Affiance Financial, LLC on IWP, newest first. How the timeline and the estimate are built.
Affiance Financial, LLC held 6,631 IWP shares at 2026-06-30 per its 13F-HR filed 2026-07-09.
the latest 13F is the newest step
- period ended2026-06-3013F 6,631 sharesChange vs previous 13F 0 shares
0.14% of the 13F portfolio, value $970,845.
13F-HR 0001723681-26-000004 filed by Affiance Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 6,631 sharesChange vs previous 13F -555 shares
0.14% of the 13F portfolio, value $849,564.
13F-HR 0001723681-26-000003 filed by Affiance Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 7,186 sharesChange vs previous 13F 0 shares
0.16% of the 13F portfolio, value $984,051.
13F-HR 0001723681-26-000001 filed by Affiance Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 7,186 sharesChange vs previous 13F 0 shares
0.19% of the 13F portfolio, value $1,023,358.
13F-HR 0001085146-25-005939 filed by Affiance Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 7,186 sharesChange vs previous 13F -36 shares
0.2% of the 13F portfolio, value $996,554.
13F-HR 0001085146-25-003718 filed by Affiance Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 7,222 sharesChange vs previous 13F 0 shares
0.2% of the 13F portfolio, value $848,513.
13F-HR 0001085146-25-001968 filed by Affiance Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 7,222 sharesChange vs previous 13F 0 shares
0.22% of the 13F portfolio, value $915,389.
13F-HR 0001085146-25-000379 filed by Affiance Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 7,222 sharesChange vs previous 13F not available
0.21% of the 13F portfolio, value $847,068.
13F-HR 0001085146-24-004844 filed by Affiance Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).