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Disclosery

Monument Capital Management: IWB position timeline

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

Monument Capital Management held 19,933 IWB shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 19,933 shares
    Change vs previous 13F +198 shares

    1.73% of the 13F portfolio, value $8,294,631.

    13F-HR 0001729428-26-000006 filed by Monument Capital Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 19,735 shares
    Change vs previous 13F -98 shares

    1.63% of the 13F portfolio, value $8,081,400.

    13F-HR 0001729428-26-000005 filed by Monument Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 19,833 shares
    Change vs previous 13F +4 shares

    1.77% of the 13F portfolio, value $7,071,514.

    13F-HR 0001729428-26-000003 filed by Monument Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 19,829 shares
    Change vs previous 13F +948 shares

    1.84% of the 13F portfolio, value $7,405,020.

    13F-HR 0001729428-26-000001 filed by Monument Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 18,881 shares
    Change vs previous 13F -1,466 shares

    1.73% of the 13F portfolio, value $6,900,450.

    13F-HR 0001729428-25-000010 filed by Monument Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 20,347 shares
    Change vs previous 13F +205 shares

    1.8% of the 13F portfolio, value $6,909,231.

    13F-HR 0001729428-25-000008 filed by Monument Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 20,142 shares
    Change vs previous 13F not available

    1.9% of the 13F portfolio, value $6,178,357.

    13F-HR 0001729428-25-000002 filed by Monument Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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