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Blom & Howell Financial Planning, Inc.: IWB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Blom & Howell Financial Planning, Inc. on IWB, newest first. How the timeline and the estimate are built.

Blom & Howell Financial Planning, Inc. held 766 IWB shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 766 shares
    Change vs previous 13F -30 shares

    0.26% of the 13F portfolio, value $313,677.

    13F-HR 0002136102-26-000003 filed by Blom & Howell Financial Planning, 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 796 shares
    Change vs previous 13F -11 shares

    0.28% of the 13F portfolio, value $283,822.

    13F-HR 0002136102-26-000002 filed by Blom & Howell Financial Planning, 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 807 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $301,366.

    13F-HR 0002136102-26-000001 filed by Blom & Howell Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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