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BOK Financial Private Wealth, Inc.: IWB position timeline

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

BOK Financial Private Wealth, Inc. held 192,855 IWB shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 192,855 shares
    Change vs previous 13F -2,842 shares

    4.05% of the 13F portfolio, value $78,974,055.

    13F-HR 0001317348-26-000003 filed by BOK Financial Private Wealth, 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 195,697 shares
    Change vs previous 13F -4,489 shares

    4.21% of the 13F portfolio, value $69,777,663.

    13F-HR 0001317348-26-000002 filed by BOK Financial Private Wealth, 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 200,186 shares
    Change vs previous 13F -2,244 shares

    4.58% of the 13F portfolio, value $74,757,618.

    13F-HR 0001317348-26-000001 filed by BOK Financial Private Wealth, 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 202,430 shares
    Change vs previous 13F -5,906 shares

    4.66% of the 13F portfolio, value $73,984,271.

    13F-HR 0001317348-25-000007 filed by BOK Financial Private Wealth, 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 208,336 shares
    Change vs previous 13F -11,352 shares

    4.72% of the 13F portfolio, value $70,744,799.

    13F-HR 0001317348-25-000004 filed by BOK Financial Private Wealth, 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 219,688 shares
    Change vs previous 13F -4,789 shares

    5.06% of the 13F portfolio, value $67,387,227.

    13F-HR 0001317348-25-000002 filed by BOK Financial Private Wealth, 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 224,477 shares
    Change vs previous 13F -3,660 shares

    5.25% of the 13F portfolio, value $72,317,647.

    13F-HR 0001317348-25-000001 filed by BOK Financial Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 228,137 shares
    Change vs previous 13F not available

    5.19% of the 13F portfolio, value $71,724,125.

    13F-HR 0001317348-24-000004 filed by BOK Financial Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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