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Clarion Wealth Managment Partners, LLC: IWF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Clarion Wealth Managment Partners, LLC on IWF, newest first. How the timeline and the estimate are built.

Clarion Wealth Managment Partners, LLC held 34,983 IWF 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 34,983 shares
    Change vs previous 13F +26,238 shares

    3.51% of the 13F portfolio, value $4,343,824.

    13F-HR 0002081211-26-000003 filed by Clarion Wealth Managment Partners, 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 8,745 shares
    Change vs previous 13F -930 shares

    3.38% of the 13F portfolio, value $3,728,764.

    13F-HR 0002081211-26-000002 filed by Clarion Wealth Managment Partners, 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 9,675 shares
    Change vs previous 13F -915 shares

    4.24% of the 13F portfolio, value $4,579,324.

    13F-HR 0002081211-26-000001 filed by Clarion Wealth Managment Partners, 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 10,590 shares
    Change vs previous 13F -107 shares

    4.9% of the 13F portfolio, value $4,960,338.

    13F-HR 0002081211-25-000001 filed by Clarion Wealth Managment Partners, 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 10,697 shares
    Change vs previous 13F not available

    4.98% of the 13F portfolio, value $4,541,667.

    13F-HR 0001085146-25-005403 filed by Clarion Wealth Managment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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