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Disclosery

Finley Financial, LLC: IWF position timeline

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

Finley Financial, LLC held 118,480 IWF shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 118,480 shares
    Change vs previous 13F +88,395 shares

    5.92% of the 13F portfolio, value $14,711,662.

    13F-HR 0002047823-26-000003 filed by Finley Financial, 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 30,085 shares
    Change vs previous 13F +165 shares

    6.01% of the 13F portfolio, value $12,828,244.

    13F-HR 0002047823-26-000002 filed by Finley Financial, 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 29,920 shares
    Change vs previous 13F -720 shares

    6.49% of the 13F portfolio, value $14,161,136.

    13F-HR 0002047823-26-000001 filed by Finley Financial, 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 30,640 shares
    Change vs previous 13F -175 shares

    6.64% of the 13F portfolio, value $14,352,082.

    13F-HR 0002047823-25-000006 filed by Finley Financial, 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 30,815 shares
    Change vs previous 13F -1,469 shares

    6.58% of the 13F portfolio, value $13,083,433.

    13F-HR 0002047823-25-000005 filed by Finley Financial, 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 32,284 shares
    Change vs previous 13F -760 shares

    6.6% of the 13F portfolio, value $11,839,188.

    13F-HR 0002047823-25-000002 filed by Finley Financial, 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 33,044 shares
    Change vs previous 13F not available

    6.96% of the 13F portfolio, value $13,379,516.

    13F-HR 0002047823-25-000001 filed by Finley Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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