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ALLIUM FINANCIAL ADVISORS, LLC: IWF position timeline

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

ALLIUM FINANCIAL ADVISORS, LLC held 5,012 IWF shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,012 shares
    Change vs previous 13F +3,759 shares

    0.41% of the 13F portfolio, value $622,340.

    13F-HR 0001420506-26-001599 filed by ALLIUM FINANCIAL ADVISORS, 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 1,253 shares
    Change vs previous 13F -158 shares

    0.43% of the 13F portfolio, value $534,279.

    13F-HR 0001420506-26-000827 filed by ALLIUM FINANCIAL ADVISORS, 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 1,411 shares
    Change vs previous 13F -93 shares

    0.53% of the 13F portfolio, value $667,826.

    13F-HR 0001420506-26-000206 filed by ALLIUM FINANCIAL ADVISORS, 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 1,504 shares
    Change vs previous 13F 0 shares

    0.58% of the 13F portfolio, value $704,489.

    13F-HR 0001420506-25-003368 filed by ALLIUM FINANCIAL ADVISORS, 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/A 1,504 shares
    Change vs previous 13F -312 shares

    0.56% of the 13F portfolio, value $638,568.

    13F-HR/A 0001420506-26-000208 filed by ALLIUM FINANCIAL ADVISORS, 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 1,816 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $655,739.

    13F-HR 0002067277-25-000001 filed by ALLIUM FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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