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Disclosery

Fairway Wealth LLC: IWB position timeline

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

Fairway Wealth LLC held 2,016 IWB shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,016 shares
    Change vs previous 13F -163 shares

    0.19% of the 13F portfolio, value $825,378.

    13F-HR 0002019393-26-000003 filed by Fairway Wealth 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 2,179 shares
    Change vs previous 13F +1,756 shares

    0.21% of the 13F portfolio, value $776,958.

    13F-HR 0002019393-26-000002 filed by Fairway Wealth 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 423 shares
    Change vs previous 13F -79 shares

    0.04% of the 13F portfolio, value $157,813.

    13F-HR 0002019393-26-000001 filed by Fairway Wealth 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 502 shares
    Change vs previous 13F +100 shares

    0.05% of the 13F portfolio, value $183,598.

    13F-HR 0002019393-25-000007 filed by Fairway Wealth 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 402 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $136,516.

    13F-HR 0002019393-25-000003 filed by Fairway Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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