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Colorado Capital Management, Inc.: IWF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Colorado Capital Management, Inc. on IWF, newest first. How the timeline and the estimate are built.

Colorado Capital Management, Inc. held 48,008 IWF shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,008 shares
    Change vs previous 13F +34,846 shares

    2.03% of the 13F portfolio, value $5,961,000.

    13F-HR 0001664147-26-000003 filed by Colorado Capital Management, Inc.
    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 13,162 shares
    Change vs previous 13F -408 shares

    2.09% of the 13F portfolio, value $5,612,000.

    13F-HR 0001664147-26-000002 filed by Colorado Capital Management, Inc.
    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 13,570 shares
    Change vs previous 13F -1,009 shares

    2.41% of the 13F portfolio, value $6,423,000.

    13F-HR 0001664147-26-000001 filed by Colorado Capital Management, Inc.
    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 14,579 shares
    Change vs previous 13F -340 shares

    2.64% of the 13F portfolio, value $6,829,000.

    13F-HR 0001664147-25-000009 filed by Colorado Capital Management, Inc.
    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 14,919 shares
    Change vs previous 13F -626 shares

    2.71% of the 13F portfolio, value $6,334,000.

    13F-HR 0001664147-25-000004 filed by Colorado Capital Management, Inc.
    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 15,545 shares
    Change vs previous 13F -872 shares

    2.61% of the 13F portfolio, value $5,613,000.

    13F-HR 0001664147-25-000003 filed by Colorado Capital Management, Inc.
    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 16,417 shares
    Change vs previous 13F -331 shares

    3.19% of the 13F portfolio, value $6,593,000.

    13F-HR 0001664147-25-000001 filed by Colorado Capital Management, Inc.
    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 16,748 shares
    Change vs previous 13F not available

    3.1% of the 13F portfolio, value $6,287,000.

    13F-HR 0001664147-24-000006 filed by Colorado Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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