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Disclosery

InvesTrust: IWF position timeline

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

InvesTrust held 30,824 IWF shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,824 shares
    Change vs previous 13F +23,118 shares

    1.47% of the 13F portfolio, value $3,827,416.

    13F-HR 0002050848-26-000003 filed by InvesTrust
    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 7,706 shares
    Change vs previous 13F -20 shares

    1.38% of the 13F portfolio, value $3,285,838.

    13F-HR 0002050848-26-000002 filed by InvesTrust
    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 7,726 shares
    Change vs previous 13F -911 shares

    1.41% of the 13F portfolio, value $3,656,715.

    13F-HR 0002050848-26-000001 filed by InvesTrust
    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 8,637 shares
    Change vs previous 13F -526 shares

    1.48% of the 13F portfolio, value $4,045,657.

    13F-HR 0002050848-25-000007 filed by InvesTrust
    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 9,163 shares
    Change vs previous 13F +17 shares

    1.5% of the 13F portfolio, value $3,890,427.

    13F-HR 0002050848-25-000003 filed by InvesTrust
    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 9,146 shares
    Change vs previous 13F -469 shares

    0.9% of the 13F portfolio, value $3,302,529.

    13F-HR 0002050848-25-000002 filed by InvesTrust
    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 9,615 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $3,895,818.

    13F-HR 0002050848-25-000001 filed by InvesTrust
    Filed (acceptance time not in the bulk data set), ingested

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