Future Financial Wealth Managment LLC: IWY position timeline

Future Financial Wealth Managment LLC held 22,502 IWY shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 22,502 shares

   Change vs previous 13F -121 shares

   3.89% of the 13F portfolio, value $6,234,439.

   13F-HR 0001801892-26-000003 filed by Future Financial Wealth Managment LLC
   Filed 2026-07-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 22,623 shares

   Change vs previous 13F +990 shares

   3.99% of the 13F portfolio, value $6,198,050.

   13F-HR 0001801892-26-000002 filed by Future Financial Wealth Managment LLC
   Filed 2026-04-16 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 21,633 shares

   Change vs previous 13F +2,239 shares

   3.89% of the 13F portfolio, value $5,782,089.

   13F-HR 0001801892-26-000001 filed by Future Financial Wealth Managment LLC
   Filed 2026-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 19,394 shares

   Change vs previous 13F -496 shares

   3.34% of the 13F portfolio, value $5,307,033.

   13F-HR 0001801892-25-000005 filed by Future Financial Wealth Managment LLC
   Filed 2025-10-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 19,890 shares

   Change vs previous 13F -511 shares

   3.34% of the 13F portfolio, value $4,903,184.

   13F-HR 0001801892-25-000004 filed by Future Financial Wealth Managment LLC
   Filed 2025-07-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 20,401 shares

   Change vs previous 13F -158 shares

   3.16% of the 13F portfolio, value $4,303,368.

   13F-HR 0001801892-25-000002 filed by Future Financial Wealth Managment LLC
   Filed 2025-04-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 20,559 shares

   Change vs previous 13F +457 shares

   3.54% of the 13F portfolio, value $4,836,965.

   13F-HR 0001801892-25-000001 filed by Future Financial Wealth Managment LLC
   Filed 2025-01-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 20,102 shares

   Change vs previous 13F not available

   3.16% of the 13F portfolio, value $4,423,471.

   13F-HR 0001801892-24-000005 filed by Future Financial Wealth Managment LLC
   Filed 2024-10-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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