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Disclosery

Brown Financial Advisory: IWF position timeline

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

Brown Financial Advisory held 16,563 IWF shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,563 shares
    Change vs previous 13F +12,196 shares

    0.86% of the 13F portfolio, value $2,056,675.

    13F-HR 0001843853-26-000004 filed by Brown Financial Advisory
    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 4,367 shares
    Change vs previous 13F 0 shares

    0.92% of the 13F portfolio, value $1,862,259.

    13F-HR 0001843853-26-000002 filed by Brown Financial Advisory
    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 4,367 shares
    Change vs previous 13F -463 shares

    1.04% of the 13F portfolio, value $2,067,090.

    13F-HR 0001843853-26-000001 filed by Brown Financial Advisory
    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 4,830 shares
    Change vs previous 13F -39 shares

    1.18% of the 13F portfolio, value $2,262,312.

    13F-HR 0001843853-25-000002 filed by Brown Financial Advisory
    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 4,869 shares
    Change vs previous 13F +98 shares

    1.14% of the 13F portfolio, value $2,067,181.

    13F-HR 0001085146-25-004194 filed by Brown Financial Advisory
    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 4,771 shares
    Change vs previous 13F +1,080 shares

    1.09% of the 13F portfolio, value $1,722,843.

    13F-HR 0001085146-25-002457 filed by Brown Financial Advisory
    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 3,691 shares
    Change vs previous 13F -46 shares

    1.06% of the 13F portfolio, value $1,482,283.

    13F-HR 0001085146-25-000458 filed by Brown Financial Advisory
    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 3,737 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $1,402,843.

    13F-HR 0001085146-24-005123 filed by Brown Financial Advisory
    Filed (acceptance time not in the bulk data set), ingested

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