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Disclosery

Broadview Financial Management, LLC: IWS position timeline

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

Broadview Financial Management, LLC held 10,397 IWS 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 10,397 shares
    Change vs previous 13F -37 shares

    1.05% of the 13F portfolio, value $1,711,356.

    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 10,434 shares
    Change vs previous 13F -50 shares

    1.04% of the 13F portfolio, value $1,520,619.

    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 10,484 shares
    Change vs previous 13F +33 shares

    0.99% of the 13F portfolio, value $1,478,770.

    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 10,451 shares
    Change vs previous 13F -256 shares

    0.98% of the 13F portfolio, value $1,459,649.

    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 10,707 shares
    Change vs previous 13F -23 shares

    0.96% of the 13F portfolio, value $1,414,759.

    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 10,730 shares
    Change vs previous 13F -145 shares

    1.01% of the 13F portfolio, value $1,351,636.

    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 10,875 shares
    Change vs previous 13F -3,016 shares

    1.01% of the 13F portfolio, value $1,406,564.

    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 13,891 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $1,837,125.

    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).