Alpha Financial Advisors, LLC: IWF position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Alpha Financial Advisors, LLC on IWF, newest first. How the timeline and the estimate are built.
Alpha Financial Advisors, LLC held 4,903 IWF shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 4,903 sharesChange vs previous 13F +3,669 shares
0.17% of the 13F portfolio, value $608,790.
13F-HR 0001972138-26-000003 filed by Alpha Financial Advisors, 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 1,234 sharesChange vs previous 13F 0 shares
0.16% of the 13F portfolio, value $526,125.
13F-HR 0001972138-26-000002 filed by Alpha Financial Advisors, 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 1,234 sharesChange vs previous 13F 0 shares
0.18% of the 13F portfolio, value $583,994.
13F-HR 0001972138-26-000001 filed by Alpha Financial Advisors, 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 1,234 sharesChange vs previous 13F -3 shares
0.2% of the 13F portfolio, value $577,960.
13F-HR 0001972138-25-000008 filed by Alpha Financial Advisors, 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 1,237 sharesChange vs previous 13F +3 shares
0.2% of the 13F portfolio, value $525,153.
13F-HR 0001972138-25-000004 filed by Alpha Financial Advisors, 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 1,234 sharesChange vs previous 13F -128 shares
0.2% of the 13F portfolio, value $445,540.
13F-HR 0001972138-25-000003 filed by Alpha Financial Advisors, 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 1,362 sharesChange vs previous 13F 0 shares
0.25% of the 13F portfolio, value $546,902.
13F-HR 0001972138-25-000001 filed by Alpha Financial Advisors, 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 1,362 sharesChange vs previous 13F not available
0.23% of the 13F portfolio, value $511,221.
13F-HR 0001972138-24-000010 filed by Alpha Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).