Skip to content
Disclosery

M3 Advisory Group, LLC: IWF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of M3 Advisory Group, LLC on IWF, newest first. How the timeline and the estimate are built.

M3 Advisory Group, LLC held 3,289 IWF shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,289 shares
    Change vs previous 13F +2,467 shares

    0.21% of the 13F portfolio, value $408,422.

    13F-HR 0001951757-26-001045 filed by M3 Advisory Group, LLC
    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 822 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $350,571.

    13F-HR 0001951757-26-000697 filed by M3 Advisory 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 ended2025-12-31
    13F 822 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $389,063.

    13F-HR 0001951757-26-000209 filed by M3 Advisory Group, LLC
    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 822 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $384,967.

    13F-HR 0001951757-25-001363 filed by M3 Advisory Group, LLC
    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 822 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $348,882.

    13F-HR 0001951757-25-000967 filed by M3 Advisory Group, LLC
    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 822 shares
    Change vs previous 13F +1 shares

    0.23% of the 13F portfolio, value $296,656.

    13F-HR 0001951757-25-000419 filed by M3 Advisory Group, LLC
    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 821 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $329,852.

    13F-HR 0001951757-25-000083 filed by M3 Advisory Group, LLC
    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 821 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $308,269.

    13F-HR 0001951757-24-001062 filed by M3 Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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