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Certified Advisory Corp: IWF position timeline

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

Certified Advisory Corp held 29,088 IWF shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,088 shares
    Change vs previous 13F +21,332 shares

    0.29% of the 13F portfolio, value $3,611,807.

    13F-HR 0001731732-26-000004 filed by Certified Advisory Corp
    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 7,756 shares
    Change vs previous 13F -140 shares

    0.3% of the 13F portfolio, value $3,307,255.

    13F-HR 0001731732-26-000002 filed by Certified Advisory Corp
    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 7,896 shares
    Change vs previous 13F -19 shares

    0.34% of the 13F portfolio, value $3,736,975.

    13F-HR 0001731732-26-000001 filed by Certified Advisory Corp
    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 7,915 shares
    Change vs previous 13F -113 shares

    0.35% of the 13F portfolio, value $3,707,235.

    13F-HR 0001731732-25-000004 filed by Certified Advisory Corp
    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 8,028 shares
    Change vs previous 13F -44 shares

    0.35% of the 13F portfolio, value $3,408,356.

    13F-HR 0001085146-25-005120 filed by Certified Advisory Corp
    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 8,072 shares
    Change vs previous 13F -456 shares

    0.33% of the 13F portfolio, value $2,914,552.

    13F-HR 0001085146-25-002833 filed by Certified Advisory Corp
    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 8,528 shares
    Change vs previous 13F -13 shares

    0.37% of the 13F portfolio, value $3,424,837.

    13F-HR 0001085146-25-000217 filed by Certified Advisory Corp
    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 8,541 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $3,206,065.

    13F-HR 0001085146-24-005504 filed by Certified Advisory Corp
    Filed (acceptance time not in the bulk data set), ingested

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