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Moloney Securities Asset Management, LLC: IWF position timeline

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

Moloney Securities Asset Management, LLC held 8,827 IWF shares at 2025-09-30 per its 13F-HR filed 2025-11-05.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 8,827 shares
    Change vs previous 13F +1,999 shares

    0.49% of the 13F portfolio, value $4,134,786.

    13F-HR 0001697934-25-000007 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 6,828 shares
    Change vs previous 13F +9 shares

    0.36% of the 13F portfolio, value $2,899,033.

    13F-HR 0001697934-25-000003 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 6,819 shares
    Change vs previous 13F +306 shares

    0.33% of the 13F portfolio, value $2,462,191.

    13F-HR 0001697934-25-000002 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 6,513 shares
    Change vs previous 13F -139 shares

    0.35% of the 13F portfolio, value $2,615,598.

    13F-HR 0001697934-25-000001 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 6,652 shares
    Change vs previous 13F +1,506 shares

    0.33% of the 13F portfolio, value $2,496,931.

    13F-HR 0001697934-24-000006 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 5,146 shares
    Change vs previous 13F +1,169 shares

    0.27% of the 13F portfolio, value $1,875,896.

    13F-HR 0001697934-24-000003 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 3,977 shares
    Change vs previous 13F -68 shares

    0.2% of the 13F portfolio, value $1,340,375.

    13F-HR 0001697934-24-000002 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 4,045 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,226,252.

    13F-HR 0001697934-24-000001 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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