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Disclosery

Broadview Financial Management, LLC: IWF position timeline

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

Broadview Financial Management, LLC held 16,499 IWF 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 16,499 shares
    Change vs previous 13F +12,278 shares

    1.25% of the 13F portfolio, value $2,048,640.

    13F-HR 0001697024-26-000003 filed by Broadview Financial Management, 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 4,221 shares
    Change vs previous 13F -2 shares

    1.23% of the 13F portfolio, value $1,799,814.

    13F-HR 0001697024-26-000002 filed by Broadview Financial Management, 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 4,223 shares
    Change vs previous 13F -69 shares

    1.34% of the 13F portfolio, value $1,998,581.

    13F-HR 0001697024-26-000001 filed by Broadview Financial Management, 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 4,292 shares
    Change vs previous 13F -27 shares

    1.36% of the 13F portfolio, value $2,010,453.

    13F-HR 0001697024-25-000006 filed by Broadview Financial Management, 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 4,319 shares
    Change vs previous 13F -148 shares

    1.25% of the 13F portfolio, value $1,833,879.

    13F-HR 0001697024-25-000004 filed by Broadview Financial Management, 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 4,467 shares
    Change vs previous 13F -23 shares

    1.2% of the 13F portfolio, value $1,613,024.

    13F-HR 0001697024-25-000002 filed by Broadview Financial Management, 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 4,490 shares
    Change vs previous 13F -66 shares

    1.29% of the 13F portfolio, value $1,803,215.

    13F-HR 0001697024-25-000001 filed by Broadview Financial Management, 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 4,556 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $1,710,291.

    13F-HR 0001697024-24-000005 filed by Broadview Financial Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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