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Boulder Wealth Advisors, LLC: IWF position timeline

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

Boulder Wealth Advisors, LLC held 222,414 IWF shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 222,414 shares
    Change vs previous 13F +167,594 shares

    10.07% of the 13F portfolio, value $27,617,104.

    13F-HR 0001986152-26-000115 filed by Boulder Wealth 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 54,820 shares
    Change vs previous 13F -5,936 shares

    9.33% of the 13F portfolio, value $23,375,053.

    13F-HR 0001986152-26-000077 filed by Boulder Wealth 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 60,756 shares
    Change vs previous 13F -361 shares

    12.15% of the 13F portfolio, value $28,755,584.

    13F-HR 0001986152-26-000010 filed by Boulder Wealth Advisors, 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 61,117 shares
    Change vs previous 13F +514 shares

    13.31% of the 13F portfolio, value $28,628,038.

    13F-HR 0001986152-25-000110 filed by Boulder Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 60,603 shares
    Change vs previous 13F -411 shares

    12.74% of the 13F portfolio, value $21,883,286.

    13F-HR 0001986152-25-000036 filed by Boulder Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 61,014 shares
    Change vs previous 13F +5,839 shares

    12.63% of the 13F portfolio, value $24,502,152.

    13F-HR 0001986152-25-000022 filed by Boulder Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 55,175 shares
    Change vs previous 13F not available

    11.26% of the 13F portfolio, value $20,711,718.

    13F-HR 0001986152-24-000057 filed by Boulder Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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