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Flaharty Asset Management, LLC: IWF position timeline

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

Flaharty Asset Management, LLC held 16,096 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 16,096 shares
    Change vs previous 13F -50,346 shares

    2.79% of the 13F portfolio, value $1,950,248.

    13F-HR 0001420506-26-001202 filed by Flaharty Asset Management, 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 66,442 shares
    Change vs previous 13F -1,546 shares

    3.52% of the 13F portfolio, value $28,330,708.

    13F-HR 0001420506-26-000797 filed by Flaharty Asset Management, 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 67,988 shares
    Change vs previous 13F -44,192 shares

    4.02% of the 13F portfolio, value $32,178,499.

    13F-HR 0001420506-26-000194 filed by Flaharty Asset Management, 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 112,180 shares
    Change vs previous 13F +1,194 shares

    6.68% of the 13F portfolio, value $52,544,800.

    13F-HR 0001420506-25-002978 filed by Flaharty Asset Management, 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/A 110,986 shares
    Change vs previous 13F +4,900 shares

    6.45% of the 13F portfolio, value $47,122,481.

    13F-HR/A 0001420506-25-003061 filed by Flaharty Asset Management, 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 106,086 shares
    Change vs previous 13F -20,526 shares

    5.53% of the 13F portfolio, value $38,306,580.

    13F-HR 0001420506-25-001330 filed by Flaharty Asset Management, 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 126,612 shares
    Change vs previous 13F -3,654 shares

    7.42% of the 13F portfolio, value $50,844,886.

    13F-HR 0001420506-25-000148 filed by Flaharty Asset Management, 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 130,266 shares
    Change vs previous 13F not available

    6.88% of the 13F portfolio, value $48,899,265.

    13F-HR 0001420506-24-002140 filed by Flaharty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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