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Disclosery

HORAN Wealth, LLC: IWF position timeline

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

HORAN Wealth, LLC held 33,160 IWF shares at 2026-06-30 per its 13F-HR/A filed 2026-08-26.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 33,160 shares
    Change vs previous 13F +16,694 shares

    0.51% of the 13F portfolio, value $4,117,530.

    13F-HR/A 0002072569-26-000007 filed by HORAN Wealth, 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 16,466 shares
    Change vs previous 13F +8,233 shares

    0.74% of the 13F portfolio, value $7,772,194.

    13F-HR 0002072569-26-000003 filed by HORAN Wealth, 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 8,233 shares
    Change vs previous 13F -16 shares

    0.6% of the 13F portfolio, value $3,896,509.

    13F-HR 0002072569-26-000001 filed by HORAN Wealth, 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 8,249 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $3,863,960.

    13F-HR 0002072569-25-000001 filed by HORAN Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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