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INSTRUMENTAL WEALTH, LLC: IWN position timeline

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

INSTRUMENTAL WEALTH, LLC held 30,417 IWN shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,417 shares
    Change vs previous 13F +1,617 shares

    3.41% of the 13F portfolio, value $6,728,240.

    13F-HR 0001976010-26-000008 filed by INSTRUMENTAL 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 28,800 shares
    Change vs previous 13F +876 shares

    3.36% of the 13F portfolio, value $5,460,136.

    13F-HR 0001976010-26-000004 filed by INSTRUMENTAL 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 27,924 shares
    Change vs previous 13F +26,751 shares

    3.36% of the 13F portfolio, value $5,607,602.

    13F-HR 0001976010-26-000002 filed by INSTRUMENTAL 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 1,173 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $207,232.

    13F-HR 0001976010-25-000009 filed by INSTRUMENTAL WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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