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Disclosery

Financial Advisors, LLC: IWF position timeline

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

Financial Advisors, LLC held 16,915 IWF shares at 2025-09-30 per its 13F-HR filed 2025-11-07.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 16,915 shares
    Change vs previous 13F +1 shares

    1.4% of the 13F portfolio, value $7,922,926.

    13F-HR 0001951757-25-001314 filed by Financial 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 ended2025-06-30
    13F 16,914 shares
    Change vs previous 13F 0 shares

    1.34% of the 13F portfolio, value $7,181,439.

    13F-HR 0001951757-25-000999 filed by Financial 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 ended2025-03-31
    13F 16,914 shares
    Change vs previous 13F 0 shares

    1.21% of the 13F portfolio, value $6,107,444.

    13F-HR 0001951757-25-000500 filed by Financial 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 ended2024-12-31
    13F 16,914 shares
    Change vs previous 13F -276 shares

    1.3% of the 13F portfolio, value $6,792,151.

    13F-HR 0001951757-25-000043 filed by Financial 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 ended2024-09-30
    13F 17,190 shares
    Change vs previous 13F +28 shares

    1.23% of the 13F portfolio, value $6,452,872.

    13F-HR 0001951757-24-001057 filed by Financial 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 ended2024-06-30
    13F 17,162 shares
    Change vs previous 13F +1 shares

    1.28% of the 13F portfolio, value $6,255,636.

    13F-HR 0001951757-24-000513 filed by Financial 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 ended2024-03-31
    13F 17,161 shares
    Change vs previous 13F -241 shares

    1.2% of the 13F portfolio, value $5,784,254.

    13F-HR 0001951757-24-000438 filed by Financial 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 ended2023-12-31
    13F 17,402 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $5,275,764.

    13F-HR 0001951757-24-000208 filed by Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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