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Disclosery

Monument Capital Management: IWF position timeline

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

Monument Capital Management held 17,871 IWF 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 17,871 shares
    Change vs previous 13F -66,177 shares

    0.47% of the 13F portfolio, value $2,238,509.

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

  2. period ended2026-06-30
    13F 84,048 shares
    Change vs previous 13F +66,766 shares

    2.1% of the 13F portfolio, value $10,436,245.

    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 17,282 shares
    Change vs previous 13F +65 shares

    1.85% of the 13F portfolio, value $7,369,200.

    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 17,217 shares
    Change vs previous 13F +654 shares

    2.03% of the 13F portfolio, value $8,148,772.

    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 16,563 shares
    Change vs previous 13F -1,506 shares

    1.94% of the 13F portfolio, value $7,758,483.

    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 18,069 shares
    Change vs previous 13F +137 shares

    2% of the 13F portfolio, value $7,671,736.

    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 17,932 shares
    Change vs previous 13F +17,015 shares

    1.99% of the 13F portfolio, value $6,475,066.

    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).

  8. period ended2024-12-31
    13F 917 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $368,249.

    13F-HR 0001729428-25-000001 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).