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Disclosery

Cooksen Wealth, LLC: IWF position timeline

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

Cooksen Wealth, LLC held 206,474 IWF shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 206,474 shares
    Change vs previous 13F +155,483 shares

    16.16% of the 13F portfolio, value $25,637,845.

    13F-HR 0001214659-26-009193 filed by Cooksen Wealth, 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 50,991 shares
    Change vs previous 13F +3,612 shares

    15.79% of the 13F portfolio, value $21,742,549.

    13F-HR 0001214659-26-005313 filed by Cooksen Wealth, 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 47,379 shares
    Change vs previous 13F -70 shares

    16.4% of the 13F portfolio, value $22,424,370.

    13F-HR 0001214659-26-000626 filed by Cooksen Wealth, 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 47,449 shares
    Change vs previous 13F +892 shares

    16.59% of the 13F portfolio, value $22,225,382.

    13F-HR 0001214659-25-015566 filed by Cooksen Wealth, 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 46,557 shares
    Change vs previous 13F +4,033 shares

    15.88% of the 13F portfolio, value $19,767,333.

    13F-HR 0001214659-25-012294 filed by Cooksen Wealth, 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 42,524 shares
    Change vs previous 13F -1,914 shares

    14.54% of the 13F portfolio, value $14,332,714.

    13F-HR 0001214659-25-006583 filed by Cooksen Wealth, 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 44,438 shares
    Change vs previous 13F +98 shares

    16.41% of the 13F portfolio, value $17,845,412.

    13F-HR 0001214659-25-001615 filed by Cooksen Wealth, 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 44,340 shares
    Change vs previous 13F not available

    15.56% of the 13F portfolio, value $16,644,349.

    13F-HR 0001214659-24-017870 filed by Cooksen Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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