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Disclosery

Empire Financial Management Company, LLC: IWF position timeline

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

Empire Financial Management Company, LLC held 4,656 IWF shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,656 shares
    Change vs previous 13F +3,492 shares

    0.23% of the 13F portfolio, value $578,135.

    13F-HR 0001971875-26-000003 filed by Empire Financial Management Company, 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 1,164 shares
    Change vs previous 13F -35 shares

    0.11% of the 13F portfolio, value $496,329.

    13F-HR 0001971875-26-000002 filed by Empire Financial Management Company, 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 1,199 shares
    Change vs previous 13F -47 shares

    0.12% of the 13F portfolio, value $567,486.

    13F-HR 0001971875-26-000001 filed by Empire Financial Management Company, 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 1,246 shares
    Change vs previous 13F -85 shares

    0.13% of the 13F portfolio, value $583,638.

    13F-HR 0001971875-25-000005 filed by Empire Financial Management Company, 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 1,331 shares
    Change vs previous 13F -161 shares

    0.16% of the 13F portfolio, value $565,115.

    13F-HR 0001971875-25-000003 filed by Empire Financial Management Company, 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 1,492 shares
    Change vs previous 13F -155 shares

    0.17% of the 13F portfolio, value $538,746.

    13F-HR 0001971875-25-000002 filed by Empire Financial Management Company, 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 1,647 shares
    Change vs previous 13F -100 shares

    0.21% of the 13F portfolio, value $661,402.

    13F-HR 0001971875-25-000001 filed by Empire Financial Management Company, 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 1,747 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $655,788.

    13F-HR 0001971875-24-000004 filed by Empire Financial Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

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