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Disclosery

Brickley Wealth Management: IWP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Brickley Wealth Management on IWP, newest first. How the timeline and the estimate are built.

Brickley Wealth Management held 8,271 IWP shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,271 shares
    Change vs previous 13F -59 shares

    0.17% of the 13F portfolio, value $1,210,957.

    13F-HR 0001712533-26-000007 filed by Brickley Wealth Management
    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 8,330 shares
    Change vs previous 13F -61 shares

    0.18% of the 13F portfolio, value $1,067,240.

    13F-HR 0001712533-26-000005 filed by Brickley Wealth Management
    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 8,391 shares
    Change vs previous 13F -1 shares

    0.19% of the 13F portfolio, value $1,149,064.

    13F-HR 0001712533-26-000003 filed by Brickley Wealth Management
    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 8,392 shares
    Change vs previous 13F -200 shares

    0.21% of the 13F portfolio, value $1,195,105.

    13F-HR 0001712533-25-000018 filed by Brickley Wealth Management
    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 8,592 shares
    Change vs previous 13F -136 shares

    0.23% of the 13F portfolio, value $1,191,539.

    13F-HR 0001712533-25-000010 filed by Brickley Wealth Management
    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 8,728 shares
    Change vs previous 13F -274 shares

    0.21% of the 13F portfolio, value $1,025,453.

    13F-HR 0001712533-25-000008 filed by Brickley Wealth Management
    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 9,002 shares
    Change vs previous 13F -29 shares

    0.23% of the 13F portfolio, value $1,141,004.

    13F-HR 0001712533-25-000005 filed by Brickley Wealth Management
    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 9,031 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,059,246.

    13F-HR 0001712533-24-000017 filed by Brickley Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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