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Ballew Advisors, Inc: IWF position timeline

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

Ballew Advisors, Inc held 9,674 IWF shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 9,674 shares
    Change vs previous 13F -2,000 shares

    0.61% of the 13F portfolio, value $1,229,301.

    13F-HR 0001580642-26-006728 filed by Ballew Advisors, Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 11,674 shares
    Change vs previous 13F +8,666 shares

    0.73% of the 13F portfolio, value $1,414,419.

    13F-HR 0001580642-26-004238 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 3,008 shares
    Change vs previous 13F -20 shares

    0.75% of the 13F portfolio, value $1,339,078.

    13F-HR 0001580642-26-002441 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 3,028 shares
    Change vs previous 13F -5 shares

    0.81% of the 13F portfolio, value $1,440,631.

    13F-HR 0001580642-26-000257 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 3,033 shares
    Change vs previous 13F -10 shares

    0.79% of the 13F portfolio, value $1,410,439.

    13F-HR 0001580642-25-006581 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 3,043 shares
    Change vs previous 13F -34 shares

    0.77% of the 13F portfolio, value $1,303,116.

    13F-HR 0001580642-25-004115 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 3,077 shares
    Change vs previous 13F -10 shares

    0.72% of the 13F portfolio, value $1,076,990.

    13F-HR 0001580642-25-002392 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 3,087 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $1,224,492.

    13F-HR 0001580642-25-000325 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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