Skip to content
Disclosery

Kaufman Rossin Wealth, LLC: IWF position timeline

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

Kaufman Rossin Wealth, LLC held 3,180 IWF 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 3,180 shares
    Change vs previous 13F +2,385 shares

    0.19% of the 13F portfolio, value $392,094.

    13F-HR 0001725547-26-000232 filed by Kaufman Rossin 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 795 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $338,988.

    13F-HR 0001725547-26-000143 filed by Kaufman Rossin 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 795 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $376,274.

    13F-HR 0001725547-26-000021 filed by Kaufman Rossin 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 795 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $372,386.

    13F-HR 0001725547-25-004113 filed by Kaufman Rossin Wealth, 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 795 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $337,541.

    13F-HR 0001725547-25-003408 filed by Kaufman Rossin Wealth, 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 795 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $287,067.

    13F-HR 0001725547-25-002245 filed by Kaufman Rossin Wealth, 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 795 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $319,256.

    13F-HR 0001725547-25-000164 filed by Kaufman Rossin Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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