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Disclosery

Brewster Financial Planning LLC: IWB position timeline

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

Brewster Financial Planning LLC held 116,700 IWB shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 116,700 shares
    Change vs previous 13F -2,318 shares

    26.76% of the 13F portfolio, value $48,562,371.

    13F-HR 0001898145-26-000005 filed by Brewster Financial Planning LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 119,018 shares
    Change vs previous 13F -964 shares

    26.76% of the 13F portfolio, value $48,737,871.

    13F-HR 0001898145-26-000003 filed by Brewster Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 119,982 shares
    Change vs previous 13F +2,526 shares

    25.88% of the 13F portfolio, value $42,780,782.

    13F-HR 0001898145-26-000002 filed by Brewster Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 117,456 shares
    Change vs previous 13F -1,236 shares

    26.95% of the 13F portfolio, value $43,862,769.

    13F-HR 0001898145-26-000001 filed by Brewster Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 118,692 shares
    Change vs previous 13F -1,074 shares

    27.28% of the 13F portfolio, value $43,379,553.

    13F-HR 0001898145-25-000006 filed by Brewster Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 119,766 shares
    Change vs previous 13F +1,048 shares

    27.44% of the 13F portfolio, value $40,668,941.

    13F-HR 0001898145-25-000004 filed by Brewster Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 118,718 shares
    Change vs previous 13F -1,356 shares

    26.92% of the 13F portfolio, value $36,415,560.

    13F-HR 0001898145-25-000003 filed by Brewster Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 120,074 shares
    Change vs previous 13F not available

    29.3% of the 13F portfolio, value $38,683,040.

    13F-HR 0001898145-25-000001 filed by Brewster Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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