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Disclosery

Linscomb Wealth, Inc.: IWB position timeline

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

Linscomb Wealth, Inc. held 11,988 IWB shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,988 shares
    Change vs previous 13F -30 shares

    0.21% of the 13F portfolio, value $4,909,236.

    13F-HR 0001172661-26-003004 filed by Linscomb Wealth, 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 12,018 shares
    Change vs previous 13F -469 shares

    0.19% of the 13F portfolio, value $4,285,269.

    13F-HR 0001172661-26-001653 filed by Linscomb Wealth, 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 12,487 shares
    Change vs previous 13F -498 shares

    0.2% of the 13F portfolio, value $4,663,282.

    13F-HR 0001172661-26-000549 filed by Linscomb Wealth, 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 12,985 shares
    Change vs previous 13F -261 shares

    0.2% of the 13F portfolio, value $4,745,892.

    13F-HR 0001172661-25-004582 filed by Linscomb Wealth, 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 13,246 shares
    Change vs previous 13F -571 shares

    0.21% of the 13F portfolio, value $4,498,069.

    13F-HR 0001172661-25-002865 filed by Linscomb Wealth, 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 13,817 shares
    Change vs previous 13F -3,108 shares

    0.21% of the 13F portfolio, value $4,238,143.

    13F-HR 0001172661-25-001697 filed by Linscomb Wealth, 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 16,925 shares
    Change vs previous 13F -251 shares

    0.27% of the 13F portfolio, value $5,452,567.

    13F-HR 0001172661-25-000505 filed by Linscomb Wealth, 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 17,176 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $5,399,951.

    13F-HR 0001172661-24-004484 filed by Linscomb Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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