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Enclave Advisors LLC: IWB position timeline

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

Enclave Advisors LLC held 159,905 IWB shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 159,905 shares
    Change vs previous 13F -1,674 shares

    8.53% of the 13F portfolio, value $65,480,895.

    13F-HR 0001754960-26-000518 filed by Enclave 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 161,579 shares
    Change vs previous 13F -651 shares

    8.21% of the 13F portfolio, value $57,612,632.

    13F-HR 0001754960-26-000223 filed by Enclave 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 162,230 shares
    Change vs previous 13F -4,133 shares

    8.58% of the 13F portfolio, value $60,583,277.

    13F-HR 0001754960-26-000046 filed by Enclave 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 166,363 shares
    Change vs previous 13F -5,794 shares

    9.29% of the 13F portfolio, value $60,802,459.

    13F-HR 0001754960-25-000665 filed by Enclave 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 172,157 shares
    Change vs previous 13F -2,381 shares

    9.44% of the 13F portfolio, value $58,459,323.

    13F-HR 0001754960-25-000422 filed by Enclave 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 174,538 shares
    Change vs previous 13F -425 shares

    9.14% of the 13F portfolio, value $53,537,638.

    13F-HR 0001754960-25-000173 filed by Enclave 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 174,963 shares
    Change vs previous 13F -4,242 shares

    9.27% of the 13F portfolio, value $56,365,928.

    13F-HR 0001754960-25-000041 filed by Enclave 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 179,205 shares
    Change vs previous 13F not available

    9.55% of the 13F portfolio, value $56,340,372.

    13F-HR 0001754960-24-000567 filed by Enclave Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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