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Disclosery

MEMBERS WEALTH LLC: IWB position timeline

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

MEMBERS WEALTH LLC held 9,497 IWB shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,497 shares
    Change vs previous 13F +1,066 shares

    2.13% of the 13F portfolio, value $3,889,063.

    13F-HR 0001951757-26-000963 filed by MEMBERS WEALTH 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 8,431 shares
    Change vs previous 13F +1,704 shares

    1.96% of the 13F portfolio, value $3,285,339.

    13F-HR 0001951757-26-000720 filed by MEMBERS WEALTH 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 6,727 shares
    Change vs previous 13F +625 shares

    1.6% of the 13F portfolio, value $2,554,792.

    13F-HR 0001951757-26-000321 filed by MEMBERS WEALTH 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 6,102 shares
    Change vs previous 13F -1,428 shares

    1.42% of the 13F portfolio, value $2,238,609.

    13F-HR 0001951757-25-001419 filed by MEMBERS WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 7,530 shares
    Change vs previous 13F +5,894 shares

    1.74% of the 13F portfolio, value $2,309,860.

    13F-HR 0001951757-25-000371 filed by MEMBERS WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 1,636 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $543,861.

    13F-HR 0001951757-25-000280 filed by MEMBERS WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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