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Disclosery

Elk River Wealth Management LLC: IWB position timeline

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

Elk River Wealth Management LLC held 10,676 IWB shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,676 shares
    Change vs previous 13F -1,221 shares

    0.7% of the 13F portfolio, value $4,371,822.

    13F-HR 0001951757-26-001253 filed by Elk River 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 11,897 shares
    Change vs previous 13F -292 shares

    0.7% of the 13F portfolio, value $4,241,994.

    13F-HR 0001951757-26-000635 filed by Elk River 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 12,189 shares
    Change vs previous 13F -16 shares

    0.73% of the 13F portfolio, value $4,551,860.

    13F-HR 0001951757-26-000383 filed by Elk River 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 12,205 shares
    Change vs previous 13F -310 shares

    0.71% of the 13F portfolio, value $4,460,683.

    13F-HR 0001951757-25-001188 filed by Elk River 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 12,515 shares
    Change vs previous 13F -54 shares

    0.73% of the 13F portfolio, value $4,249,719.

    13F-HR 0001951757-25-000614 filed by Elk River 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 12,569 shares
    Change vs previous 13F -1,421 shares

    0.72% of the 13F portfolio, value $3,855,415.

    13F-HR 0001951757-25-000297 filed by Elk River 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 13,990 shares
    Change vs previous 13F +912 shares

    0.82% of the 13F portfolio, value $4,507,018.

    13F-HR 0001951757-25-000164 filed by Elk River 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 13,078 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $4,111,592.

    13F-HR 0001951757-24-001013 filed by Elk River Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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