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FMA Wealth Management, LLC: IWF position timeline

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

FMA Wealth Management, LLC held 94,136 IWF shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 94,136 shares
    Change vs previous 13F +69,298 shares

    7.48% of the 13F portfolio, value $11,688,828.

    13F-HR 0001951757-26-000956 filed by FMA Wealth 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 24,838 shares
    Change vs previous 13F -2,525 shares

    7.04% of the 13F portfolio, value $10,590,951.

    13F-HR 0001951757-26-000590 filed by FMA Wealth 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 27,363 shares
    Change vs previous 13F -1,506 shares

    8.39% of the 13F portfolio, value $12,950,834.

    13F-HR 0001951757-26-000056 filed by FMA Wealth 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 28,869 shares
    Change vs previous 13F -433 shares

    9.28% of the 13F portfolio, value $13,522,447.

    13F-HR 0001951757-25-001444 filed by FMA Wealth 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 29,302 shares
    Change vs previous 13F -2,415 shares

    9.21% of the 13F portfolio, value $12,440,981.

    13F-HR 0001951757-25-000833 filed by FMA Wealth 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 31,717 shares
    Change vs previous 13F -2,677 shares

    9.61% of the 13F portfolio, value $12,515,663.

    13F-HR 0001951757-25-000418 filed by FMA Wealth 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 34,394 shares
    Change vs previous 13F -834 shares

    10.28% of the 13F portfolio, value $13,811,857.

    13F-HR 0001951757-25-000165 filed by FMA Wealth 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 35,228 shares
    Change vs previous 13F not available

    9.59% of the 13F portfolio, value $13,223,964.

    13F-HR 0001951757-24-001032 filed by FMA Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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