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FORMULATE FINANCIAL LLC: IWB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FORMULATE FINANCIAL LLC on IWB, newest first. How the timeline and the estimate are built.

FORMULATE FINANCIAL LLC held 26,128 IWB shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,128 shares
    Change vs previous 13F +207 shares

    11.26% of the 13F portfolio, value $10,699,085.

    13F-HR 0002093400-26-000003 filed by FORMULATE FINANCIAL 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 25,921 shares
    Change vs previous 13F +481 shares

    11.41% of the 13F portfolio, value $9,242,546.

    13F-HR 0002093400-26-000002 filed by FORMULATE FINANCIAL 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 25,440 shares
    Change vs previous 13F +613 shares

    11.14% of the 13F portfolio, value $9,500,491.

    13F-HR 0002093400-26-000001 filed by FORMULATE FINANCIAL 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 24,827 shares
    Change vs previous 13F not available

    11.25% of the 13F portfolio, value $9,073,886.

    13F-HR 0002093400-25-000001 filed by FORMULATE FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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