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GOLDEN ROAD ADVISORS LLC: IWF position timeline

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

GOLDEN ROAD ADVISORS LLC held 13,592 IWF shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,592 shares
    Change vs previous 13F +10,277 shares

    0.82% of the 13F portfolio, value $1,687,719.

    13F-HR 0001951757-26-001153 filed by GOLDEN ROAD ADVISORS 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 3,315 shares
    Change vs previous 13F -8 shares

    0.81% of the 13F portfolio, value $1,413,516.

    13F-HR 0001951757-26-000755 filed by GOLDEN ROAD ADVISORS 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 3,323 shares
    Change vs previous 13F -110 shares

    0.9% of the 13F portfolio, value $1,572,776.

    13F-HR 0001951757-26-000333 filed by GOLDEN ROAD ADVISORS 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 3,433 shares
    Change vs previous 13F -14 shares

    0.93% of the 13F portfolio, value $1,608,052.

    13F-HR 0001951757-25-001325 filed by GOLDEN ROAD ADVISORS 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 3,447 shares
    Change vs previous 13F +4 shares

    0.97% of the 13F portfolio, value $1,463,527.

    13F-HR 0001951757-25-001016 filed by GOLDEN ROAD ADVISORS 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 3,443 shares
    Change vs previous 13F -55 shares

    0.97% of the 13F portfolio, value $1,243,233.

    13F-HR 0001951757-25-000381 filed by GOLDEN ROAD ADVISORS 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 3,498 shares
    Change vs previous 13F -69 shares

    1.06% of the 13F portfolio, value $1,404,727.

    13F-HR 0001951757-25-000143 filed by GOLDEN ROAD ADVISORS 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 3,567 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $1,338,980.

    13F-HR 0001951757-24-001133 filed by GOLDEN ROAD ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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