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McAdam, LLC: IWF position timeline

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

McAdam, LLC held 67,636 IWF shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 67,636 shares
    Change vs previous 13F +49,949 shares

    0.32% of the 13F portfolio, value $8,398,362.

    13F-HR 0001580642-26-004862 filed by McAdam, 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 17,687 shares
    Change vs previous 13F -109 shares

    0.34% of the 13F portfolio, value $7,541,740.

    13F-HR 0001580642-26-003102 filed by McAdam, 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 17,796 shares
    Change vs previous 13F -483 shares

    0.39% of the 13F portfolio, value $8,422,849.

    13F-HR 0001580642-26-001071 filed by McAdam, 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 18,279 shares
    Change vs previous 13F -721 shares

    0.42% of the 13F portfolio, value $8,562,066.

    13F-HR 0001580642-25-006815 filed by McAdam, 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 19,000 shares
    Change vs previous 13F +8,518 shares

    0.44% of the 13F portfolio, value $8,067,020.

    13F-HR 0001580642-25-004274 filed by McAdam, 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 10,482 shares
    Change vs previous 13F -2,067 shares

    0.23% of the 13F portfolio, value $3,784,945.

    13F-HR 0001580642-25-003207 filed by McAdam, 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 12,549 shares
    Change vs previous 13F -48 shares

    0.27% of the 13F portfolio, value $5,039,346.

    13F-HR 0001580642-25-000421 filed by McAdam, 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 12,597 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $4,728,557.

    13F-HR 0001580642-24-006273 filed by McAdam, LLC
    Filed (acceptance time not in the bulk data set), ingested

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