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FIDUCIENT ADVISORS LLC: IWF position timeline

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

FIDUCIENT ADVISORS LLC held 29,962 IWF shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,962 shares
    Change vs previous 13F +22,236 shares

    0.53% of the 13F portfolio, value $3,720,373.

    13F-HR 0001172661-26-003177 filed by FIDUCIENT 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 7,726 shares
    Change vs previous 13F +326 shares

    0.43% of the 13F portfolio, value $3,294,158.

    13F-HR 0001172661-26-001640 filed by FIDUCIENT 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 7,400 shares
    Change vs previous 13F -354 shares

    0.43% of the 13F portfolio, value $3,502,569.

    13F-HR 0001172661-26-000553 filed by FIDUCIENT 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 7,754 shares
    Change vs previous 13F +349 shares

    0.42% of the 13F portfolio, value $3,632,416.

    13F-HR 0001172661-25-004495 filed by FIDUCIENT 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 7,405 shares
    Change vs previous 13F +4 shares

    0.38% of the 13F portfolio, value $3,144,045.

    13F-HR 0001172661-25-003085 filed by FIDUCIENT 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 7,401 shares
    Change vs previous 13F +44 shares

    0.33% of the 13F portfolio, value $2,672,761.

    13F-HR 0001172661-25-002144 filed by FIDUCIENT 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 7,357 shares
    Change vs previous 13F -473 shares

    0.36% of the 13F portfolio, value $2,954,511.

    13F-HR 0001172661-25-000779 filed by FIDUCIENT 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 7,830 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $2,939,202.

    13F-HR 0001172661-24-004368 filed by FIDUCIENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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