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Disclosery

Flywheel Private Wealth LLC: IWF position timeline

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

Flywheel Private Wealth LLC held 22,796 IWF shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,796 shares
    Change vs previous 13F +16,887 shares

    1.39% of the 13F portfolio, value $2,830,626.

    13F-HR 0001725547-26-000242 filed by Flywheel Private Wealth 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 5,909 shares
    Change vs previous 13F -48 shares

    1.44% of the 13F portfolio, value $2,519,424.

    13F-HR 0001725547-26-000136 filed by Flywheel Private Wealth 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 5,957 shares
    Change vs previous 13F -202 shares

    1.76% of the 13F portfolio, value $2,819,255.

    13F-HR 0001725547-26-000020 filed by Flywheel Private Wealth 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 6,159 shares
    Change vs previous 13F -36 shares

    2.25% of the 13F portfolio, value $2,884,747.

    13F-HR 0001725547-25-004114 filed by Flywheel Private Wealth 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 6,195 shares
    Change vs previous 13F -468 shares

    2.11% of the 13F portfolio, value $2,630,100.

    13F-HR 0001725547-25-003450 filed by Flywheel Private Wealth 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 6,663 shares
    Change vs previous 13F -224 shares

    2.19% of the 13F portfolio, value $2,405,796.

    13F-HR 0001725547-25-001412 filed by Flywheel Private Wealth 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 6,887 shares
    Change vs previous 13F not available

    2.54% of the 13F portfolio, value $2,765,518.

    13F-HR 0001725547-25-000090 filed by Flywheel Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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