Skip to content
Disclosery

Alpha Financial Partners LLC: IWY position timeline

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

Alpha Financial Partners LLC held 1,960 IWY shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,960 shares
    Change vs previous 13F +2 shares

    0.3% of the 13F portfolio, value $569,565.

    13F-HR 0001951757-26-001211 filed by Alpha Financial Partners 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 1,958 shares
    Change vs previous 13F +1 shares

    0.29% of the 13F portfolio, value $487,250.

    13F-HR 0001951757-26-000850 filed by Alpha Financial Partners 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 1,957 shares
    Change vs previous 13F +2 shares

    0.33% of the 13F portfolio, value $541,867.

    13F-HR 0001951757-26-000406 filed by Alpha Financial Partners 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 1,955 shares
    Change vs previous 13F -64 shares

    0.35% of the 13F portfolio, value $534,940.

    13F-HR 0001951757-25-001349 filed by Alpha Financial Partners 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 2,019 shares
    Change vs previous 13F 0 shares

    0.36% of the 13F portfolio, value $497,663.

    13F-HR 0001951757-25-000958 filed by Alpha Financial Partners 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 2,019 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $425,853.

    13F-HR 0001951757-25-000482 filed by Alpha Financial Partners 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 2,019 shares
    Change vs previous 13F +2,019 shares

    0.38% of the 13F portfolio, value $474,971.

    13F-HR 0001951757-25-000222 filed by Alpha Financial Partners 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 0 shares
    Change vs previous 13F not available

    13F-HR 0001951757-24-001122 filed by Alpha Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.