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LBJ Family Wealth Advisors, Ltd.: IWF position timeline

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

LBJ Family Wealth Advisors, Ltd. held 374,899 IWF shares at 2026-09-30 per its 13F-HR filed 2026-10-01.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 374,899 shares
    Change vs previous 13F -1,487 shares

    23.98% of the 13F portfolio, value $46,960,000.

    13F-HR 0001601622-26-000005 filed by LBJ Family Wealth Advisors, Ltd.
    Accepted , ingested

  2. period ended2026-06-30
    13F 376,386 shares
    Change vs previous 13F +282,032 shares

    23.41% of the 13F portfolio, value $45,912,000.

    13F-HR 0001601622-26-000003 filed by LBJ Family Wealth Advisors, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 94,354 shares
    Change vs previous 13F -3,534 shares

    22.72% of the 13F portfolio, value $38,771,000.

    13F-HR 0001601622-26-000002 filed by LBJ Family Wealth Advisors, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 97,888 shares
    Change vs previous 13F -3,312 shares

    25.48% of the 13F portfolio, value $46,331,000.

    13F-HR 0001601622-26-000001 filed by LBJ Family Wealth Advisors, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 101,200 shares
    Change vs previous 13F -898 shares

    25.85% of the 13F portfolio, value $47,403,000.

    13F-HR 0001601622-25-000009 filed by LBJ Family Wealth Advisors, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 102,098 shares
    Change vs previous 13F -94 shares

    25.22% of the 13F portfolio, value $43,349,000.

    13F-HR 0001601622-25-000006 filed by LBJ Family Wealth Advisors, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 102,192 shares
    Change vs previous 13F -2,078 shares

    23.56% of the 13F portfolio, value $36,900,000.

    13F-HR 0001601622-25-000002 filed by LBJ Family Wealth Advisors, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F/A 104,270 shares
    Change vs previous 13F not available

    24.96% of the 13F portfolio, value $41,873,000.

    13F-HR/A 0001601622-25-000003 filed by LBJ Family Wealth Advisors, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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