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Disclosery

Cordatus Wealth Management LLC: IWF position timeline

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

Cordatus Wealth Management LLC held 50,460 IWF shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 50,460 shares
    Change vs previous 13F +37,951 shares

    1.38% of the 13F portfolio, value $6,265,616.

    13F-HR 0001715862-26-000004 filed by Cordatus Wealth Management 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 12,509 shares
    Change vs previous 13F -550 shares

    1.27% of the 13F portfolio, value $5,333,836.

    13F-HR 0001715862-26-000003 filed by Cordatus Wealth Management 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 13,059 shares
    Change vs previous 13F -72,291 shares

    1.43% of the 13F portfolio, value $6,180,822.

    13F-HR 0001715862-26-000001 filed by Cordatus Wealth Management 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 85,350 shares
    Change vs previous 13F +91 shares

    9.43% of the 13F portfolio, value $39,978,637.

    13F-HR 0001715862-25-000007 filed by Cordatus Wealth Management 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 85,259 shares
    Change vs previous 13F +69,064 shares

    8.9% of the 13F portfolio, value $36,199,000.

    13F-HR 0001715862-25-000005 filed by Cordatus Wealth Management 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 16,195 shares
    Change vs previous 13F -23,515 shares

    1.6% of the 13F portfolio, value $5,848,000.

    13F-HR 0001715862-25-000004 filed by Cordatus Wealth Management 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 39,710 shares
    Change vs previous 13F +38,074 shares

    4.21% of the 13F portfolio, value $15,947,000.

    13F-HR 0001715862-25-000001 filed by Cordatus Wealth Management 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 1,636 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $614,000.

    13F-HR 0001715862-24-000008 filed by Cordatus Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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