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Disclosery

JSF Financial, LLC: IWD position timeline

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

JSF Financial, LLC held 5,608 IWD shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,608 shares
    Change vs previous 13F +3,035 shares

    0.22% of the 13F portfolio, value $1,359,553.

    13F-HR 0001802224-26-000010 filed by JSF Financial, 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 2,573 shares
    Change vs previous 13F -371 shares

    0.11% of the 13F portfolio, value $549,814.

    13F-HR 0001802224-26-000006 filed by JSF Financial, 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 2,944 shares
    Change vs previous 13F -140 shares

    0.13% of the 13F portfolio, value $619,250.

    13F-HR 0001802224-26-000002 filed by JSF Financial, 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 3,084 shares
    Change vs previous 13F -18 shares

    0.14% of the 13F portfolio, value $627,923.

    13F-HR 0001802224-25-000012 filed by JSF Financial, 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 3,102 shares
    Change vs previous 13F +602 shares

    0.14% of the 13F portfolio, value $602,429.

    13F-HR 0001802224-25-000010 filed by JSF Financial, 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 2,500 shares
    Change vs previous 13F +1 shares

    0.12% of the 13F portfolio, value $470,313.

    13F-HR 0001802224-25-000005 filed by JSF Financial, 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 2,499 shares
    Change vs previous 13F -110 shares

    0.12% of the 13F portfolio, value $462,641.

    13F-HR 0001802224-25-000003 filed by JSF Financial, 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 2,609 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $495,222.

    13F-HR 0001802224-24-000014 filed by JSF Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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