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Lee, Kelleher & Klein Wealth Management: IWF position timeline

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

Lee, Kelleher & Klein Wealth Management held 27,666 IWF shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 27,666 shares
    Change vs previous 13F -40 shares

    1.78% of the 13F portfolio, value $3,465,443.

    13F-HR 0002063827-26-000005 filed by Lee, Kelleher & Klein Wealth Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 27,706 shares
    Change vs previous 13F +21,043 shares

    1.8% of the 13F portfolio, value $3,440,254.

    13F-HR 0002063827-26-000004 filed by Lee, Kelleher & Klein Wealth Management
    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 6,663 shares
    Change vs previous 13F -413 shares

    1.69% of the 13F portfolio, value $2,841,103.

    13F-HR 0002063827-26-000002 filed by Lee, Kelleher & Klein Wealth Management
    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 7,076 shares
    Change vs previous 13F -181 shares

    2% of the 13F portfolio, value $3,349,071.

    13F-HR 0002063827-26-000001 filed by Lee, Kelleher & Klein Wealth Management
    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 7,257 shares
    Change vs previous 13F -259 shares

    2.09% of the 13F portfolio, value $3,399,251.

    13F-HR 0002063827-25-000004 filed by Lee, Kelleher & Klein Wealth Management
    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 7,516 shares
    Change vs previous 13F -42 shares

    2.12% of the 13F portfolio, value $3,191,143.

    13F-HR 0002063827-25-000003 filed by Lee, Kelleher & Klein Wealth Management
    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 7,558 shares
    Change vs previous 13F -303 shares

    2.01% of the 13F portfolio, value $2,729,118.

    13F-HR 0002063827-25-000002 filed by Lee, Kelleher & Klein Wealth Management
    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 7,861 shares
    Change vs previous 13F not available

    2.25% of the 13F portfolio, value $3,156,820.

    13F-HR 0001085146-25-002176 filed by Lee, Kelleher & Klein Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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