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Horst & Graben Wealth Management LLC: IWY position timeline

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

Horst & Graben Wealth Management LLC held 69,778 IWY 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 69,778 shares
    Change vs previous 13F +10,954 shares

    2.64% of the 13F portfolio, value $20,082,706.

    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 58,824 shares
    Change vs previous 13F +1,301 shares

    2.27% of the 13F portfolio, value $16,527,331.

    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 57,523 shares
    Change vs previous 13F -650 shares

    2.4% of the 13F portfolio, value $15,935,548.

    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 58,173 shares
    Change vs previous 13F -1,716 shares

    2.43% of the 13F portfolio, value $15,918,949.

    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 59,889 shares
    Change vs previous 13F -7,589 shares

    2.44% of the 13F portfolio, value $14,763,216.

    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 67,478 shares
    Change vs previous 13F -8,975 shares

    2.55% of the 13F portfolio, value $14,233,821.

    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 76,453 shares
    Change vs previous 13F -3,962 shares

    3.2% of the 13F portfolio, value $17,987,090.

    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 80,415 shares
    Change vs previous 13F not available

    3.18% of the 13F portfolio, value $17,695,213.

    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).