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Disclosery

Broadleaf Partners, LLC: IWP position timeline

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

Broadleaf Partners, LLC held 20,519 IWP shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,519 shares
    Change vs previous 13F +700 shares

    0.58% of the 13F portfolio, value $3,004,187.

    13F-HR 0001193125-26-347796 filed by Broadleaf Partners, 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 19,819 shares
    Change vs previous 13F +1,186 shares

    0.59% of the 13F portfolio, value $2,539,210.

    13F-HR 0001193125-26-223013 filed by Broadleaf Partners, 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 18,633 shares
    Change vs previous 13F +229 shares

    0.54% of the 13F portfolio, value $2,551,603.

    13F-HR 0001193125-26-049981 filed by Broadleaf Partners, 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 18,404 shares
    Change vs previous 13F -1,118 shares

    0.55% of the 13F portfolio, value $2,620,914.

    13F-HR 0001193125-25-280140 filed by Broadleaf Partners, 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 19,522 shares
    Change vs previous 13F +852 shares

    0.6% of the 13F portfolio, value $2,707,311.

    13F-HR 0000950123-25-008072 filed by Broadleaf Partners, 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 18,670 shares
    Change vs previous 13F -1,278 shares

    0.57% of the 13F portfolio, value $2,193,538.

    13F-HR 0000950123-25-005173 filed by Broadleaf Partners, 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 19,948 shares
    Change vs previous 13F +213 shares

    0.59% of the 13F portfolio, value $2,528,409.

    13F-HR 0000950123-25-001974 filed by Broadleaf Partners, 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 19,735 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $2,314,718.

    13F-HR 0000950123-24-010949 filed by Broadleaf Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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