BURNS J W & CO INC/NY: IWF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BURNS J W & CO INC/NY on IWF, newest first. How the timeline and the estimate are built.

BURNS J W & CO INC/NY held 16,008 IWF shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

period ended2026-06-30
13F 16,008 shares
Change vs previous 13F +11,942 shares
0.21% of the 13F portfolio, value $1,987,713.
13F-HR 0001047339-26-000003 filed by BURNS J W & CO INC/NY
Filed 2026-07-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 4,066 shares
Change vs previous 13F -25 shares
0.2% of the 13F portfolio, value $1,733,742.
13F-HR 0001047339-26-000002 filed by BURNS J W & CO INC/NY
Filed 2026-04-17 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 4,091 shares
Change vs previous 13F -30 shares
0.21% of the 13F portfolio, value $1,936,270.
13F-HR 0001047339-26-000001 filed by BURNS J W & CO INC/NY
Filed 2026-01-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 4,121 shares
Change vs previous 13F -116 shares
0.22% of the 13F portfolio, value $1,930,318.
13F-HR 0001047339-25-000006 filed by BURNS J W & CO INC/NY
Filed 2025-10-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 4,237 shares
Change vs previous 13F -86 shares
0.22% of the 13F portfolio, value $1,798,945.
13F-HR 0001047339-25-000004 filed by BURNS J W & CO INC/NY
Filed 2025-07-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 4,323 shares
Change vs previous 13F +26 shares
0.2% of the 13F portfolio, value $1,560,992.
13F-HR 0001047339-25-000002 filed by BURNS J W & CO INC/NY
Filed 2025-04-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 4,297 shares
Change vs previous 13F -20 shares
0.22% of the 13F portfolio, value $1,725,589.
13F-HR 0001047339-25-000001 filed by BURNS J W & CO INC/NY
Filed 2025-01-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 4,317 shares
Change vs previous 13F not available
0.21% of the 13F portfolio, value $1,620,515.
13F-HR 0001047339-24-000005 filed by BURNS J W & CO INC/NY
Filed 2024-10-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).