Harold Davidson & Associates Inc.: IWF position timeline

Harold Davidson & Associates Inc. held 1,928 IWF shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 1,928 shares

   Change vs previous 13F +784 shares

   0.1% of the 13F portfolio, value $239,400.

   13F-HR 0002085853-26-000738 filed by Harold Davidson & Associates Inc.
   Filed 2026-07-15 (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 1,144 shares

   Change vs previous 13F +629 shares

   0.24% of the 13F portfolio, value $487,802.

   13F-HR 0001172661-26-001578 filed by Harold Davidson & Associates Inc.
   Filed 2026-04-30 (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 515 shares

   Change vs previous 13F -213 shares

   0.11% of the 13F portfolio, value $243,750.

   13F-HR 0001172661-26-000598 filed by Harold Davidson & Associates Inc.
   Filed 2026-02-11 (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 728 shares

   Change vs previous 13F +81 shares

   0.15% of the 13F portfolio, value $341,002.

   13F-HR 0001172661-25-004647 filed by Harold Davidson & Associates Inc.
   Filed 2025-11-07 (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 647 shares

   Change vs previous 13F not available

   0.18% of the 13F portfolio, value $274,703.

   13F-HR 0001172661-25-002990 filed by Harold Davidson & Associates Inc.
   Filed 2025-08-11 (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).