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GLOBALT Investments LLC / GA: IWF position timeline

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

GLOBALT Investments LLC / GA held 3,659,660 IWF shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,659,660 shares
    Change vs previous 13F +2,719,078 shares

    15.33% of the 13F portfolio, value $454,419,929.

    13F-HR 0002085853-26-000974 filed by GLOBALT Investments LLC / GA
    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 940,582 shares
    Change vs previous 13F +34,213 shares

    14.3% of the 13F portfolio, value $401,064,012.

    13F-HR 0002085853-26-000597 filed by GLOBALT Investments LLC / GA
    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 906,369 shares
    Change vs previous 13F -7,213 shares

    15.66% of the 13F portfolio, value $428,984,278.

    13F-HR 0002085853-26-000207 filed by GLOBALT Investments LLC / GA
    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 913,582 shares
    Change vs previous 13F -24,360 shares

    15.63% of the 13F portfolio, value $427,931,020.

    13F-HR 0002085853-25-000087 filed by GLOBALT Investments LLC / GA
    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 937,942 shares
    Change vs previous 13F -29,487 shares

    15.26% of the 13F portfolio, value $398,231,525.

    13F-HR 0001667731-25-001023 filed by GLOBALT Investments LLC / GA
    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 967,429 shares
    Change vs previous 13F -93,809 shares

    14.27% of the 13F portfolio, value $349,329,031.

    13F-HR 0001667731-25-000602 filed by GLOBALT Investments LLC / GA
    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 1,061,238 shares
    Change vs previous 13F -39,996 shares

    16.32% of the 13F portfolio, value $426,172,150.

    13F-HR 0001667731-25-000233 filed by GLOBALT Investments LLC / GA
    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 1,101,234 shares
    Change vs previous 13F not available

    15.48% of the 13F portfolio, value $413,381,042.

    13F-HR 0001951368-24-000003 filed by GLOBALT Investments LLC / GA
    Filed (acceptance time not in the bulk data set), ingested

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