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Latko Wealth Management, Ltd.: IWF position timeline

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

Latko Wealth Management, Ltd. held 11,106 IWF shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,106 shares
    Change vs previous 13F +8,991 shares

    0.59% of the 13F portfolio, value $1,379,053.

    13F-HR 0001937769-26-000004 filed by Latko Wealth Management, Ltd.
    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 2,115 shares
    Change vs previous 13F +924 shares

    0.44% of the 13F portfolio, value $901,606.

    13F-HR 0001937769-26-000003 filed by Latko Wealth Management, Ltd.
    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 1,191 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $563,654.

    13F-HR 0001937769-26-000002 filed by Latko Wealth Management, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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