Skip to content
Disclosery

Leverty Financial Group, LLC: IWF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Leverty Financial Group, LLC on IWF, newest first. How the timeline and the estimate are built.

Leverty Financial Group, LLC held 1,964 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 1,964 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $246,011.

    13F-HR 0002085853-26-001117 filed by Leverty Financial Group, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,964 shares
    Change vs previous 13F +1,473 shares

    0.05% of the 13F portfolio, value $243,870.

    13F-HR 0002085853-26-000686 filed by Leverty Financial Group, LLC
    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 491 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $209,362.

    13F-HR 0002085853-26-000307 filed by Leverty Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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