Grantvest Financial Group LLC: IWF position timeline

Grantvest Financial Group LLC held 3,821 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 3,821 shares

   Change vs previous 13F +1,978 shares

   0.27% of the 13F portfolio, value $474,486.

   13F-HR 0002055216-26-000003 filed by Grantvest Financial Group LLC
   Filed 2026-08-07 (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 1,843 shares

   Change vs previous 13F +29 shares

   0.51% of the 13F portfolio, value $785,656.

   13F-HR 0002055216-26-000002 filed by Grantvest Financial Group LLC
   Filed 2026-05-11 (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 1,814 shares

   Change vs previous 13F +583 shares

   0.55% of the 13F portfolio, value $858,651.

   13F-HR 0002055216-26-000001 filed by Grantvest Financial Group LLC
   Filed 2026-02-02 (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 1,231 shares

   Change vs previous 13F +669 shares

   0.4% of the 13F portfolio, value $576,506.

   13F-HR 0002055216-25-000006 filed by Grantvest Financial Group LLC
   Filed 2025-11-04 (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 562 shares

   Change vs previous 13F not available

   0.18% of the 13F portfolio, value $238,649.

   13F-HR 0002055216-25-000003 filed by Grantvest Financial Group LLC
   Filed 2025-08-13 (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).