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FLYNN ZITO CAPITAL MANAGEMENT, LLC: IWF position timeline

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

FLYNN ZITO CAPITAL MANAGEMENT, LLC held 181,092 IWF shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 181,092 shares
    Change vs previous 13F +137,614 shares

    6.11% of the 13F portfolio, value $22,486,178.

    13F-HR 0001857144-26-000003 filed by FLYNN ZITO CAPITAL 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 43,478 shares
    Change vs previous 13F +3,777 shares

    5.92% of the 13F portfolio, value $18,538,987.

    13F-HR 0001857144-26-000002 filed by FLYNN ZITO CAPITAL 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 39,701 shares
    Change vs previous 13F +508 shares

    6.72% of the 13F portfolio, value $18,790,446.

    13F-HR 0001857144-26-000001 filed by FLYNN ZITO CAPITAL 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 39,193 shares
    Change vs previous 13F +11,406 shares

    6.78% of the 13F portfolio, value $18,358,488.

    13F-HR 0001857144-25-000002 filed by FLYNN ZITO CAPITAL 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 27,787 shares
    Change vs previous 13F +396 shares

    4.97% of the 13F portfolio, value $11,797,928.

    13F-HR 0001085146-25-004525 filed by FLYNN ZITO CAPITAL 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 27,391 shares
    Change vs previous 13F +24,258 shares

    4.54% of the 13F portfolio, value $9,890,501.

    13F-HR 0001085146-25-002616 filed by FLYNN ZITO CAPITAL 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 3,133 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $1,258,158.

    13F-HR 0001085146-25-000774 filed by FLYNN ZITO CAPITAL MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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