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Disclosery

Embree Financial Group: IWF position timeline

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

Embree Financial Group held 58,407 IWF shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 58,407 shares
    Change vs previous 13F +43,809 shares

    0.73% of the 13F portfolio, value $7,252,385.

    13F-HR 0002085853-26-000741 filed by Embree Financial 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 14,598 shares
    Change vs previous 13F +210 shares

    0.73% of the 13F portfolio, value $6,224,593.

    13F-HR 0002085853-26-000476 filed by Embree Financial 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 14,388 shares
    Change vs previous 13F -1,062 shares

    0.84% of the 13F portfolio, value $6,809,826.

    13F-HR 0002085853-26-000033 filed by Embree Financial 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 15,450 shares
    Change vs previous 13F -100 shares

    0.97% of the 13F portfolio, value $7,236,816.

    13F-HR 0002085853-25-000037 filed by Embree Financial 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 15,550 shares
    Change vs previous 13F +12 shares

    0.99% of the 13F portfolio, value $6,602,215.

    13F-HR 0001667731-25-000842 filed by Embree Financial 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 15,538 shares
    Change vs previous 13F +3,982 shares

    0.94% of the 13F portfolio, value $5,610,574.

    13F-HR 0001667731-25-000496 filed by Embree Financial 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 11,556 shares
    Change vs previous 13F +5 shares

    0.79% of the 13F portfolio, value $4,640,501.

    13F-HR 0001667731-25-000074 filed by Embree Financial 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 11,551 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $4,336,017.

    13F-HR 0002020860-24-000004 filed by Embree Financial Group
    Filed (acceptance time not in the bulk data set), ingested

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