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Disclosery

Forum Private Client Group LLC: IWY position timeline

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

Forum Private Client Group LLC held 90,802 IWY shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 90,802 shares
    Change vs previous 13F +3,021 shares

    7.85% of the 13F portfolio, value $26,388,806.

    13F-HR 0001104659-26-094652 filed by Forum Private Client Group 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 87,781 shares
    Change vs previous 13F +4,276 shares

    7.29% of the 13F portfolio, value $21,862,860.

    13F-HR 0001104659-26-059955 filed by Forum Private Client Group 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 83,505 shares
    Change vs previous 13F -440 shares

    7.88% of the 13F portfolio, value $23,125,886.

    13F-HR 0001104659-26-011360 filed by Forum Private Client Group 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 83,945 shares
    Change vs previous 13F +4,865 shares

    8.18% of the 13F portfolio, value $22,971,485.

    13F-HR 0001104659-25-106772 filed by Forum Private Client Group 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 79,080 shares
    Change vs previous 13F +10,533 shares

    7.51% of the 13F portfolio, value $19,493,999.

    13F-HR 0001104659-25-076755 filed by Forum Private Client Group 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 68,547 shares
    Change vs previous 13F +1,328 shares

    6.28% of the 13F portfolio, value $14,459,250.

    13F-HR 0001104659-25-043129 filed by Forum Private Client Group 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 67,219 shares
    Change vs previous 13F -1,680 shares

    7.04% of the 13F portfolio, value $15,814,674.

    13F-HR 0001104659-25-012577 filed by Forum Private Client Group 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 68,899 shares
    Change vs previous 13F not available

    6.73% of the 13F portfolio, value $15,161,127.

    13F-HR 0001104659-24-116620 filed by Forum Private Client Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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