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BROWN WEALTH MANAGEMENT, LLC: IWN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BROWN WEALTH MANAGEMENT, LLC on IWN, newest first. How the timeline and the estimate are built.

BROWN WEALTH MANAGEMENT, LLC held 3,753 IWN shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,753 shares
    Change vs previous 13F -112 shares

    0.19% of the 13F portfolio, value $830,222.

    13F-HR 0001104659-26-084985 filed by BROWN WEALTH 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 3,865 shares
    Change vs previous 13F -928 shares

    0.19% of the 13F portfolio, value $732,745.

    13F-HR 0001104659-26-041337 filed by BROWN WEALTH 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 4,793 shares
    Change vs previous 13F -997 shares

    0.23% of the 13F portfolio, value $868,514.

    13F-HR 0001104659-26-011332 filed by BROWN WEALTH 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 5,790 shares
    Change vs previous 13F -145 shares

    0.29% of the 13F portfolio, value $1,023,681.

    13F-HR 0001104659-25-106232 filed by BROWN WEALTH 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 5,935 shares
    Change vs previous 13F +3,171 shares

    0.29% of the 13F portfolio, value $936,279.

    13F-HR 0001104659-25-076161 filed by BROWN WEALTH 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 2,764 shares
    Change vs previous 13F +288 shares

    0.14% of the 13F portfolio, value $417,309.

    13F-HR 0001104659-25-045390 filed by BROWN WEALTH 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 2,476 shares
    Change vs previous 13F -186 shares

    0.14% of the 13F portfolio, value $406,485.

    13F-HR 0001104659-25-013070 filed by BROWN WEALTH 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 2,662 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $444,075.

    13F-HR 0001104659-24-118521 filed by BROWN WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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