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Disclosery

Brightwater Advisory LLC: IWF position timeline

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

Brightwater Advisory LLC held 30,268 IWF 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 30,268 shares
    Change vs previous 13F +22,599 shares

    2.37% of the 13F portfolio, value $3,758,378.

    13F-HR 0002034566-26-000003 filed by Brightwater Advisory 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 7,669 shares
    Change vs previous 13F -289 shares

    2.16% of the 13F portfolio, value $3,270,062.

    13F-HR 0002034566-26-000002 filed by Brightwater Advisory 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 7,958 shares
    Change vs previous 13F -6 shares

    2.54% of the 13F portfolio, value $3,766,521.

    13F-HR 0002034566-26-000001 filed by Brightwater Advisory 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 7,964 shares
    Change vs previous 13F -324 shares

    2.56% of the 13F portfolio, value $3,730,417.

    13F-HR 0002034566-25-000008 filed by Brightwater Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F/A 8,288 shares
    Change vs previous 13F -62 shares

    2.53% of the 13F portfolio, value $3,518,919.

    13F-HR/A 0002034566-25-000005 filed by Brightwater Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F/A 8,350 shares
    Change vs previous 13F -129 shares

    2.38% of the 13F portfolio, value $3,015,102.

    13F-HR/A 0002034566-25-000003 filed by Brightwater Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 8,479 shares
    Change vs previous 13F -428 shares

    2.67% of the 13F portfolio, value $3,404,997.

    13F-HR 0002034566-25-000001 filed by Brightwater Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 8,907 shares
    Change vs previous 13F not available

    2.46% of the 13F portfolio, value $3,343,510.

    13F-HR 0002034566-24-000004 filed by Brightwater Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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