Kingdom Financial Group LLC.: IWS position timeline

Kingdom Financial Group LLC. held 97,730 IWS shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 97,730 shares

   Change vs previous 13F -885 shares

   4.11% of the 13F portfolio, value $16,086,285.

   13F-HR 0001962236-26-000004 filed by Kingdom Financial Group LLC.
   Filed 2026-08-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 98,615 shares

   Change vs previous 13F +3,519 shares

   4.11% of the 13F portfolio, value $14,372,114.

   13F-HR 0001962236-26-000003 filed by Kingdom Financial Group LLC.
   Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 95,096 shares

   Change vs previous 13F +56,699 shares

   4.14% of the 13F portfolio, value $13,413,283.

   13F-HR 0001962236-26-000001 filed by Kingdom Financial Group LLC.
   Filed 2026-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 38,397 shares

   Change vs previous 13F +7,629 shares

   3.28% of the 13F portfolio, value $5,363,139.

   13F-HR 0001962236-25-000005 filed by Kingdom Financial Group LLC.
   Filed 2025-10-30 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 30,768 shares

   Change vs previous 13F -12,647 shares

   3.55% of the 13F portfolio, value $4,065,561.

   13F-HR 0001911391-25-000008 filed by Kingdom Financial Group LLC.
   Filed 2025-08-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 43,415 shares

   Change vs previous 13F -1,910 shares

   4.01% of the 13F portfolio, value $5,468,988.

   13F-HR 0001962236-25-000002 filed by Kingdom Financial Group LLC.
   Filed 2025-04-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 45,325 shares

   Change vs previous 13F -1,797 shares

   4.01% of the 13F portfolio, value $5,862,414.

   13F-HR 0001962236-25-000001 filed by Kingdom Financial Group LLC.
   Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 47,122 shares

   Change vs previous 13F not available

   4.66% of the 13F portfolio, value $6,232,004.

   13F-HR 0001962236-24-000006 filed by Kingdom Financial Group LLC.
   Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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