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BITTERROOT CAPITAL ADVISORS LLC: IWF position timeline

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

BITTERROOT CAPITAL ADVISORS LLC held 128,692 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 128,692 shares
    Change vs previous 13F +96,519 shares

    9.63% of the 13F portfolio, value $15,982,584.

    13F-HR 0002110106-26-000003 filed by BITTERROOT CAPITAL ADVISORS 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 32,173 shares
    Change vs previous 13F +47 shares

    8.33% of the 13F portfolio, value $13,718,581.

    13F-HR 0002110106-26-000002 filed by BITTERROOT CAPITAL ADVISORS 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 32,126 shares
    Change vs previous 13F not available

    10.41% of the 13F portfolio, value $15,205,205.

    13F-HR 0002110106-26-000001 filed by BITTERROOT CAPITAL ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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