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Disclosery

Ellenbecker Investment Group: IWF position timeline

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

Ellenbecker Investment Group held 626,345 IWF shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 626,345 shares
    Change vs previous 13F +476,590 shares

    9.04% of the 13F portfolio, value $77,773,348.

    13F-HR 0001731497-26-000005 filed by Ellenbecker Investment Group
    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 149,755 shares
    Change vs previous 13F +8,137 shares

    8.6% of the 13F portfolio, value $63,864,292.

    13F-HR 0001731497-26-000002 filed by Ellenbecker Investment Group
    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 141,618 shares
    Change vs previous 13F +2,467 shares

    9.38% of the 13F portfolio, value $67,028,070.

    13F-HR 0001731497-26-000001 filed by Ellenbecker Investment Group
    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 139,151 shares
    Change vs previous 13F +3,841 shares

    9.62% of the 13F portfolio, value $65,179,987.

    13F-HR 0001731497-25-000007 filed by Ellenbecker Investment Group
    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 135,310 shares
    Change vs previous 13F +9,608 shares

    9.28% of the 13F portfolio, value $57,450,284.

    13F-HR 0001731497-25-000004 filed by Ellenbecker Investment Group
    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 125,702 shares
    Change vs previous 13F +21,858 shares

    8.16% of the 13F portfolio, value $45,390,069.

    13F-HR 0001731497-25-000003 filed by Ellenbecker Investment Group
    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 103,844 shares
    Change vs previous 13F +30,482 shares

    7.46% of the 13F portfolio, value $41,701,840.

    13F-HR 0001731497-25-000001 filed by Ellenbecker Investment Group
    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 73,362 shares
    Change vs previous 13F not available

    5.2% of the 13F portfolio, value $27,538,955.

    13F-HR 0001731497-24-000006 filed by Ellenbecker Investment Group
    Filed (acceptance time not in the bulk data set), ingested

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