Kingdom Financial Group LLC.: IWX position timeline

Kingdom Financial Group LLC. held 324,849 IWX 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 324,849 shares

   Change vs previous 13F +33,294 shares

   8.73% of the 13F portfolio, value $34,161,072.

   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 291,555 shares

   Change vs previous 13F +17,810 shares

   7.73% of the 13F portfolio, value $27,018,435.

   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 273,745 shares

   Change vs previous 13F +161,686 shares

   7.77% of the 13F portfolio, value $25,146,233.

   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 112,059 shares

   Change vs previous 13F +25,117 shares

   6.02% of the 13F portfolio, value $9,847,731.

   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 86,942 shares

   Change vs previous 13F -66,853 shares

   6.39% of the 13F portfolio, value $7,319,708.

   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 153,795 shares

   Change vs previous 13F -9,096 shares

   9.26% of the 13F portfolio, value $12,638,867.

   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 162,891 shares

   Change vs previous 13F -4,925 shares

   8.8% of the 13F portfolio, value $12,873,291.

   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 167,816 shares

   Change vs previous 13F not available

   10.19% of the 13F portfolio, value $13,638,377.

   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).