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Ball & Co Wealth Management Inc.: IWF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ball & Co Wealth Management Inc. on IWF, newest first. How the timeline and the estimate are built.

Ball & Co Wealth Management Inc. held 163,335 IWF shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 163,335 shares
    Change vs previous 13F +129,880 shares

    14.38% of the 13F portfolio, value $20,281,000.

    13F-HR 0002057075-26-000005 filed by Ball & Co Wealth Management 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 33,455 shares
    Change vs previous 13F -34,917 shares

    11.94% of the 13F portfolio, value $14,265,000.

    13F-HR 0002057075-26-000004 filed by Ball & Co Wealth Management 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 68,372 shares
    Change vs previous 13F -8,709 shares

    20.84% of the 13F portfolio, value $32,360,000.

    13F-HR 0002057075-26-000001 filed by Ball & Co Wealth Management 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 77,081 shares
    Change vs previous 13F +31,253 shares

    24.03% of the 13F portfolio, value $36,105,000.

    13F-HR 0002057075-25-000003 filed by Ball & Co Wealth Management 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 45,828 shares
    Change vs previous 13F -3,683 shares

    20.73% of the 13F portfolio, value $19,458,000.

    13F-HR 0001907157-25-000033 filed by Ball & Co Wealth Management 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 49,511 shares
    Change vs previous 13F -44,203 shares

    19.16% of the 13F portfolio, value $17,878,000.

    13F-HR 0001842974-25-000011 filed by Ball & Co Wealth Management 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 93,714 shares
    Change vs previous 13F not available

    29.95% of the 13F portfolio, value $37,633,000.

    13F-HR 0002057075-25-000001 filed by Ball & Co Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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