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Disclosery

Goldstein Advisors, LLC: IWF position timeline

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

Goldstein Advisors, LLC held 10,549 IWF shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,549 shares
    Change vs previous 13F +7,887 shares

    0.12% of the 13F portfolio, value $1,309,869.

    13F-HR 0001172661-26-002693 filed by Goldstein 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 2,662 shares
    Change vs previous 13F -25 shares

    0.13% of the 13F portfolio, value $1,135,077.

    13F-HR 0001172661-26-001553 filed by Goldstein 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 2,687 shares
    Change vs previous 13F -169 shares

    0.14% of the 13F portfolio, value $1,271,757.

    13F-HR 0001172661-26-000596 filed by Goldstein 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 2,856 shares
    Change vs previous 13F -3 shares

    0.16% of the 13F portfolio, value $1,337,779.

    13F-HR 0001172661-25-004337 filed by Goldstein 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 2,859 shares
    Change vs previous 13F -41 shares

    0.16% of the 13F portfolio, value $1,213,874.

    13F-HR 0001172661-25-002781 filed by Goldstein 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 2,900 shares
    Change vs previous 13F +161 shares

    0.15% of the 13F portfolio, value $1,047,161.

    13F-HR 0001172661-25-001539 filed by Goldstein 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 2,739 shares
    Change vs previous 13F -240 shares

    0.16% of the 13F portfolio, value $1,099,928.

    13F-HR 0001172661-25-000256 filed by Goldstein 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 2,979 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,118,257.

    13F-HR 0001172661-24-004345 filed by Goldstein Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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