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Disclosery

Mason & Associates Inc: IWB position timeline

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

Mason & Associates Inc held 166,139 IWB shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 166,139 shares
    Change vs previous 13F +1,144 shares

    10.99% of the 13F portfolio, value $68,034,013.

    13F-HR 0001917686-26-000003 filed by Mason & Associates 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 164,995 shares
    Change vs previous 13F -1,632 shares

    11.11% of the 13F portfolio, value $57,198,895.

    13F-HR 0001917686-26-000002 filed by Mason & Associates 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 166,627 shares
    Change vs previous 13F not available

    11.71% of the 13F portfolio, value $62,225,187.

    13F-HR 0001917686-26-000001 filed by Mason & Associates Inc
    Filed (acceptance time not in the bulk data set), ingested

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