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Disclosery

DecisionPoint Financial, LLC: IWF position timeline

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

DecisionPoint Financial, LLC held 138 IWF shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 138 shares
    Change vs previous 13F -229 shares

    <0.01% of the 13F portfolio, value $16,977.

    13F-HR 0001938514-26-000003 filed by DecisionPoint Financial, 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 367 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $156,489.

    13F-HR 0001938514-26-000002 filed by DecisionPoint Financial, 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 367 shares
    Change vs previous 13F -10 shares

    0.04% of the 13F portfolio, value $173,702.

    13F-HR 0001938514-26-000001 filed by DecisionPoint Financial, 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 377 shares
    Change vs previous 13F -757 shares

    0.04% of the 13F portfolio, value $177,635.

    13F-HR 0001938514-25-000007 filed by DecisionPoint Financial, 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 1,134 shares
    Change vs previous 13F -174 shares

    0.12% of the 13F portfolio, value $476,405.

    13F-HR 0001938514-25-000006 filed by DecisionPoint Financial, 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 1,308 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $472,306.

    13F-HR 0001938514-25-000003 filed by DecisionPoint Financial, 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 1,308 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $525,267.

    13F-HR 0001938514-25-000001 filed by DecisionPoint Financial, 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 1,308 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $490,998.

    13F-HR 0001938514-24-000006 filed by DecisionPoint Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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