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Disclosery

LWM ADVISORS INC: IWF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LWM ADVISORS INC on IWF, newest first. How the timeline and the estimate are built.

LWM ADVISORS INC held 208,660 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 208,660 shares
    Change vs previous 13F -1,041 shares

    19.73% of the 13F portfolio, value $26,136,838.

    13F-HR 0002085853-26-001113 filed by LWM ADVISORS INC
    Accepted , ingested

  2. period ended2026-06-30
    13F 209,701 shares
    Change vs previous 13F +157,961 shares

    19.42% of the 13F portfolio, value $26,038,587.

    13F-HR 0002085853-26-000680 filed by LWM ADVISORS INC
    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 51,740 shares
    Change vs previous 13F +2,010 shares

    19.14% of the 13F portfolio, value $22,062,169.

    13F-HR 0002085853-26-000343 filed by LWM ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 49,730 shares
    Change vs previous 13F -573 shares

    20.7% of the 13F portfolio, value $23,537,413.

    13F-HR 0002085853-26-000024 filed by LWM ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 50,303 shares
    Change vs previous 13F -1,101 shares

    21.16% of the 13F portfolio, value $23,562,622.

    13F-HR 0002085853-25-000014 filed by LWM ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 51,404 shares
    Change vs previous 13F -607 shares

    20.99% of the 13F portfolio, value $21,825,280.

    13F-HR 0001667731-25-000739 filed by LWM ADVISORS INC
    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 52,011 shares
    Change vs previous 13F -2,175 shares

    20.04% of the 13F portfolio, value $19,491,305.

    13F-HR 0001667731-25-000622 filed by LWM ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 54,186 shares
    Change vs previous 13F not available

    21.84% of the 13F portfolio, value $21,760,175.

    13F-HR 0001667731-25-000618 filed by LWM ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

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