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Disclosery

Berman McAleer LLC: IWB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Berman McAleer LLC on IWB, newest first. How the timeline and the estimate are built.

Berman McAleer LLC held 5,769 IWB shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,769 shares
    Change vs previous 13F -50 shares

    0.27% of the 13F portfolio, value $2,362,541.

    13F-HR 0002094332-26-000003 filed by Berman McAleer 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 5,819 shares
    Change vs previous 13F -125 shares

    0.28% of the 13F portfolio, value $2,074,941.

    13F-HR 0002094332-26-000002 filed by Berman McAleer 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 5,944 shares
    Change vs previous 13F +18 shares

    0.3% of the 13F portfolio, value $2,219,851.

    13F-HR 0002094332-26-000001 filed by Berman McAleer 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 5,926 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $2,165,956.

    13F-HR 0002094332-25-000001 filed by Berman McAleer LLC
    Filed (acceptance time not in the bulk data set), ingested

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