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Kovack Advisors, Inc.: IWF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kovack Advisors, Inc. on IWF, newest first. How the timeline and the estimate are built.

Kovack Advisors, Inc. held 15,091 IWF shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,091 shares
    Change vs previous 13F +11,521 shares

    0.09% of the 13F portfolio, value $1,866,205.

    13F-HR 0001728321-26-000004 filed by Kovack Advisors, Inc.
    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 3,570 shares
    Change vs previous 13F +242 shares

    0.08% of the 13F portfolio, value $1,527,656.

    13F-HR 0001728321-26-000003 filed by Kovack Advisors, Inc.
    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/A 3,328 shares
    Change vs previous 13F +1,907 shares

    0.07% of the 13F portfolio, value $1,575,208.

    13F-HR/A 0001728321-26-000002 filed by Kovack Advisors, Inc.
    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 1,421 shares
    Change vs previous 13F -16 shares

    0.06% of the 13F portfolio, value $665,657.

    13F-HR 0001728321-25-000005 filed by Kovack Advisors, Inc.
    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 1,437 shares
    Change vs previous 13F +17 shares

    0.06% of the 13F portfolio, value $609,910.

    13F-HR 0001085146-25-004483 filed by Kovack Advisors, Inc.
    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 1,420 shares
    Change vs previous 13F -335 shares

    0.05% of the 13F portfolio, value $512,703.

    13F-HR 0001085146-25-002653 filed by Kovack Advisors, Inc.
    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 1,755 shares
    Change vs previous 13F +16 shares

    0.07% of the 13F portfolio, value $704,867.

    13F-HR 0001085146-25-000776 filed by Kovack Advisors, Inc.
    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 1,739 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $652,889.

    13F-HR 0001085146-24-005367 filed by Kovack Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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