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AFT, FORSYTH & COMPANY, INC.: IWB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AFT, FORSYTH & COMPANY, INC. on IWB, newest first. How the timeline and the estimate are built.

AFT, FORSYTH & COMPANY, INC. held 922 IWB shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 922 shares
    Change vs previous 13F +2 shares

    0.18% of the 13F portfolio, value $377,811.

    13F-HR 0001512073-26-000007 filed by AFT, FORSYTH & COMPANY, INC.
    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 920 shares
    Change vs previous 13F -14 shares

    0.15% of the 13F portfolio, value $328,333.

    13F-HR 0001512073-26-000004 filed by AFT, FORSYTH & COMPANY, INC.
    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 934 shares
    Change vs previous 13F +3 shares

    0.15% of the 13F portfolio, value $348,703.

    13F-HR 0001512073-26-000001 filed by AFT, FORSYTH & COMPANY, INC.
    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 931 shares
    Change vs previous 13F -13 shares

    0.16% of the 13F portfolio, value $340,330.

    13F-HR 0001512073-25-000006 filed by AFT, FORSYTH & COMPANY, INC.
    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 944 shares
    Change vs previous 13F +2 shares

    0.16% of the 13F portfolio, value $320,517.

    13F-HR 0001512073-25-000004 filed by AFT, FORSYTH & COMPANY, INC.
    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 942 shares
    Change vs previous 13F -12 shares

    0.16% of the 13F portfolio, value $288,838.

    13F-HR 0001512073-25-000002 filed by AFT, FORSYTH & COMPANY, INC.
    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 954 shares
    Change vs previous 13F -12 shares

    0.15% of the 13F portfolio, value $307,432.

    13F-HR 0001512073-25-000001 filed by AFT, FORSYTH & COMPANY, INC.
    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 966 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $303,854.

    13F-HR 0001512073-24-000007 filed by AFT, FORSYTH & COMPANY, INC.
    Filed (acceptance time not in the bulk data set), ingested

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