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HOGE FINANCIAL SERVICES, LLC: IWB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HOGE FINANCIAL SERVICES, LLC on IWB, newest first. How the timeline and the estimate are built.

HOGE FINANCIAL SERVICES, LLC held 111,486 IWB shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 111,486 shares
    Change vs previous 13F -1,108 shares

    21.86% of the 13F portfolio, value $45,653,423.

    13F-HR 0001989834-26-000004 filed by HOGE FINANCIAL SERVICES, 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 112,594 shares
    Change vs previous 13F -2,300 shares

    21.49% of the 13F portfolio, value $40,146,537.

    13F-HR 0001989834-26-000002 filed by HOGE FINANCIAL SERVICES, 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 114,894 shares
    Change vs previous 13F +3,241 shares

    23.12% of the 13F portfolio, value $42,905,909.

    13F-HR 0001989834-26-000001 filed by HOGE FINANCIAL SERVICES, 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 111,653 shares
    Change vs previous 13F -1,142 shares

    23.39% of the 13F portfolio, value $40,807,249.

    13F-HR 0001989834-25-000007 filed by HOGE FINANCIAL SERVICES, 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 112,795 shares
    Change vs previous 13F +5,223 shares

    23.85% of the 13F portfolio, value $38,359,687.

    13F-HR 0001989834-25-000006 filed by HOGE FINANCIAL SERVICES, 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 107,572 shares
    Change vs previous 13F +4,266 shares

    23.07% of the 13F portfolio, value $32,996,627.

    13F-HR 0001989834-25-000002 filed by HOGE FINANCIAL SERVICES, 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 103,306 shares
    Change vs previous 13F +468 shares

    24.37% of the 13F portfolio, value $33,280,903.

    13F-HR 0001989834-25-000001 filed by HOGE FINANCIAL SERVICES, 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 102,838 shares
    Change vs previous 13F not available

    24.35% of the 13F portfolio, value $32,331,196.

    13F-HR 0001989834-24-000004 filed by HOGE FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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