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Disclosery

Apriem Advisors: IWF position timeline

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

Apriem Advisors held 62,418 IWF 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 62,418 shares
    Change vs previous 13F +46,820 shares

    0.67% of the 13F portfolio, value $7,750,443.

    13F-HR 0001172661-26-003521 filed by Apriem Advisors
    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 15,598 shares
    Change vs previous 13F -55 shares

    0.63% of the 13F portfolio, value $6,650,987.

    13F-HR 0001172661-26-002007 filed by Apriem Advisors
    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 15,653 shares
    Change vs previous 13F -8 shares

    0.68% of the 13F portfolio, value $7,408,439.

    13F-HR 0001172661-26-000785 filed by Apriem Advisors
    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 15,661 shares
    Change vs previous 13F +107 shares

    0.69% of the 13F portfolio, value $7,335,618.

    13F-HR 0001172661-25-004676 filed by Apriem Advisors
    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 15,554 shares
    Change vs previous 13F +64 shares

    0.7% of the 13F portfolio, value $6,604,181.

    13F-HR 0001172661-25-003301 filed by Apriem Advisors
    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 15,490 shares
    Change vs previous 13F +231 shares

    0.66% of the 13F portfolio, value $5,593,486.

    13F-HR 0001172661-25-002047 filed by Apriem Advisors
    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 15,259 shares
    Change vs previous 13F +125 shares

    0.7% of the 13F portfolio, value $6,127,905.

    13F-HR 0001172661-25-000495 filed by Apriem Advisors
    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 15,134 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $5,681,154.

    13F-HR 0001172661-24-004892 filed by Apriem Advisors
    Filed (acceptance time not in the bulk data set), ingested

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