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Disclosery

FLC Capital Advisors: IWF position timeline

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

FLC Capital Advisors held 93,932 IWF shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 93,932 shares
    Change vs previous 13F +70,250 shares

    1.91% of the 13F portfolio, value $11,663,536.

    13F-HR 0001713697-26-000004 filed by FLC Capital Advisors
    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 23,682 shares
    Change vs previous 13F -185 shares

    1.83% of the 13F portfolio, value $10,098,005.

    13F-HR 0001713697-26-000003 filed by FLC Capital Advisors
    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 23,867 shares
    Change vs previous 13F -259 shares

    2.09% of the 13F portfolio, value $11,296,251.

    13F-HR 0001713697-26-000002 filed by FLC Capital Advisors
    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 24,126 shares
    Change vs previous 13F -220 shares

    2.19% of the 13F portfolio, value $11,300,860.

    13F-HR 0001713697-25-000005 filed by FLC Capital Advisors
    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 24,346 shares
    Change vs previous 13F -1,664 shares

    2.14% of the 13F portfolio, value $10,336,825.

    13F-HR 0001085146-25-004263 filed by FLC Capital Advisors
    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 26,010 shares
    Change vs previous 13F -1,008 shares

    2.11% of the 13F portfolio, value $9,391,951.

    13F-HR 0001085146-25-002579 filed by FLC Capital Advisors
    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 27,018 shares
    Change vs previous 13F -203 shares

    2.5% of the 13F portfolio, value $10,849,888.

    13F-HR 0001085146-25-000282 filed by FLC Capital Advisors
    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 27,221 shares
    Change vs previous 13F not available

    2.36% of the 13F portfolio, value $10,218,219.

    13F-HR 0001085146-24-004950 filed by FLC Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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