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Horst & Graben Wealth Management LLC: IWX position timeline

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

Horst & Graben Wealth Management LLC held 133,886 IWX 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 133,886 shares
    Change vs previous 13F +2,706 shares

    1.87% of the 13F portfolio, value $14,185,209.

    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 131,180 shares
    Change vs previous 13F -1,732 shares

    1.77% of the 13F portfolio, value $12,918,603.

    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 132,912 shares
    Change vs previous 13F +15,862 shares

    1.84% of the 13F portfolio, value $12,215,477.

    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 117,050 shares
    Change vs previous 13F -928 shares

    1.57% of the 13F portfolio, value $10,286,332.

    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 117,978 shares
    Change vs previous 13F -1,471 shares

    1.64% of the 13F portfolio, value $9,932,600.

    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 119,449 shares
    Change vs previous 13F -8,464 shares

    1.76% of the 13F portfolio, value $9,816,285.

    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 127,913 shares
    Change vs previous 13F +2,287 shares

    1.8% of the 13F portfolio, value $10,108,978.

    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 125,626 shares
    Change vs previous 13F not available

    1.83% of the 13F portfolio, value $10,209,633.

    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).