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Horst & Graben Wealth Management LLC: IWB position timeline

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

Horst & Graben Wealth Management LLC held 5,797 IWB shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,797 shares
    Change vs previous 13F -11 shares

    0.31% of the 13F portfolio, value $2,370,189.

    13F-HR 0001754960-26-000604 filed by Horst & Graben Wealth Management 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 5,808 shares
    Change vs previous 13F -124 shares

    0.31% of the 13F portfolio, value $2,271,898.

    13F-HR 0001754960-26-000341 filed by Horst & Graben Wealth Management 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 5,932 shares
    Change vs previous 13F -7 shares

    0.33% of the 13F portfolio, value $2,215,167.

    13F-HR 0001754960-26-000124 filed by Horst & Graben Wealth Management 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 5,939 shares
    Change vs previous 13F +1 shares

    0.33% of the 13F portfolio, value $2,170,601.

    13F-HR 0001754960-25-000676 filed by Horst & Graben Wealth Management 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 5,938 shares
    Change vs previous 13F +2,314 shares

    0.33% of the 13F portfolio, value $2,016,495.

    13F-HR 0001754960-25-000489 filed by Horst & Graben Wealth Management 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 3,624 shares
    Change vs previous 13F +300 shares

    0.2% of the 13F portfolio, value $1,111,545.

    13F-HR 0001754960-25-000263 filed by Horst & Graben Wealth Management 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 3,324 shares
    Change vs previous 13F +11 shares

    0.19% of the 13F portfolio, value $1,070,881.

    13F-HR 0001754960-25-000069 filed by Horst & Graben Wealth Management 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 3,313 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,041,612.

    13F-HR 0001754960-24-000525 filed by Horst & Graben Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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