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Disclosery

JT Stratford LLC: IWB position timeline

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

JT Stratford LLC held 146,428 IWB shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 146,428 shares
    Change vs previous 13F +6,428 shares

    6.57% of the 13F portfolio, value $59,962,337.

    13F-HR 0001689013-26-000003 filed by JT Stratford 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 140,000 shares
    Change vs previous 13F +690 shares

    6.35% of the 13F portfolio, value $49,918,462.

    13F-HR 0001689013-26-000002 filed by JT Stratford 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 139,310 shares
    Change vs previous 13F -3,931 shares

    6.68% of the 13F portfolio, value $52,023,991.

    13F-HR 0001689013-26-000001 filed by JT Stratford 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 143,241 shares
    Change vs previous 13F +10,670 shares

    7.01% of the 13F portfolio, value $52,351,784.

    13F-HR 0001689013-25-000008 filed by JT Stratford 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 132,571 shares
    Change vs previous 13F +13,244 shares

    6.81% of the 13F portfolio, value $45,017,194.

    13F-HR 0001689013-25-000004 filed by JT Stratford 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 119,327 shares
    Change vs previous 13F +19,873 shares

    6.47% of the 13F portfolio, value $36,602,417.

    13F-HR 0001689013-25-000003 filed by JT Stratford 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 99,454 shares
    Change vs previous 13F +9,928 shares

    5.27% of the 13F portfolio, value $32,040,157.

    13F-HR 0001689013-25-000002 filed by JT Stratford 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 89,526 shares
    Change vs previous 13F not available

    4.81% of the 13F portfolio, value $28,146,134.

    13F-HR 0001689013-24-000005 filed by JT Stratford LLC
    Filed (acceptance time not in the bulk data set), ingested

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