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Franklin, Parlapiano, Turner & Welch, LLC: IWB position timeline

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

Franklin, Parlapiano, Turner & Welch, LLC held 91,894 IWB 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 91,894 shares
    Change vs previous 13F -1,199 shares

    8.51% of the 13F portfolio, value $37,631,224.

    13F-HR 0001707856-26-000003 filed by Franklin, Parlapiano, Turner & Welch, 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 93,093 shares
    Change vs previous 13F -1,871 shares

    8.6% of the 13F portfolio, value $36,114,030.

    13F-HR 0001707856-26-000002 filed by Franklin, Parlapiano, Turner & Welch, 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 94,964 shares
    Change vs previous 13F -1,452 shares

    8.95% of the 13F portfolio, value $36,033,592.

    13F-HR 0001707856-26-000001 filed by Franklin, Parlapiano, Turner & Welch, 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 96,416 shares
    Change vs previous 13F -4,514 shares

    8.9% of the 13F portfolio, value $35,238,555.

    13F-HR 0001707856-25-000006 filed by Franklin, Parlapiano, Turner & Welch, 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 100,930 shares
    Change vs previous 13F -2,687 shares

    8.95% of the 13F portfolio, value $34,272,865.

    13F-HR 0001707856-25-000003 filed by Franklin, Parlapiano, Turner & Welch, 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 103,617 shares
    Change vs previous 13F -1,030 shares

    8.57% of the 13F portfolio, value $31,783,537.

    13F-HR 0001707856-25-000002 filed by Franklin, Parlapiano, Turner & Welch, 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 104,647 shares
    Change vs previous 13F -3,544 shares

    9.12% of the 13F portfolio, value $33,713,139.

    13F-HR 0001707856-25-000001 filed by Franklin, Parlapiano, Turner & Welch, 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 108,191 shares
    Change vs previous 13F not available

    8.79% of the 13F portfolio, value $34,014,137.

    13F-HR 0001707856-24-000005 filed by Franklin, Parlapiano, Turner & Welch, LLC
    Filed (acceptance time not in the bulk data set), ingested

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