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E&G Advisors, LLC: IWF position timeline

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

E&G Advisors, LLC held 406,122 IWF shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 406,122 shares
    Change vs previous 13F +303,658 shares

    9.75% of the 13F portfolio, value $50,482,902.

    13F-HR 0001754960-26-000618 filed by E&G Advisors, 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 102,464 shares
    Change vs previous 13F -728 shares

    9.71% of the 13F portfolio, value $43,640,437.

    13F-HR 0001062993-26-002064 filed by E&G Advisors, 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 103,192 shares
    Change vs previous 13F -685 shares

    10.91% of the 13F portfolio, value $48,774,275.

    13F-HR 0001062993-26-000402 filed by E&G Advisors, 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 103,877 shares
    Change vs previous 13F -641 shares

    11.31% of the 13F portfolio, value $48,592,225.

    13F-HR 0001062993-25-016226 filed by E&G Advisors, 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 104,518 shares
    Change vs previous 13F -567 shares

    11.49% of the 13F portfolio, value $44,326,672.

    13F-HR 0001062993-25-012836 filed by E&G Advisors, 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 105,085 shares
    Change vs previous 13F -700 shares

    10.7% of the 13F portfolio, value $37,917,608.

    13F-HR 0001062993-25-007803 filed by E&G Advisors, 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 105,785 shares
    Change vs previous 13F -180 shares

    11.52% of the 13F portfolio, value $42,439,546.

    13F-HR 0001062993-25-001091 filed by E&G Advisors, 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 105,965 shares
    Change vs previous 13F not available

    11% of the 13F portfolio, value $39,744,645.

    13F-HR 0001062993-24-017783 filed by E&G Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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