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Disclosery

MOTCO: IWF position timeline

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

MOTCO held 7,432 IWF shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,432 shares
    Change vs previous 13F +5,574 shares

    0.08% of the 13F portfolio, value $922,831.

    13F-HR 0001306333-26-000006 filed by MOTCO
    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 1,858 shares
    Change vs previous 13F -321 shares

    0.07% of the 13F portfolio, value $792,251.

    13F-HR 0001306333-26-000004 filed by MOTCO
    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 2,179 shares
    Change vs previous 13F +215 shares

    0.09% of the 13F portfolio, value $1,031,321.

    13F-HR 0001306333-26-000002 filed by MOTCO
    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 1,964 shares
    Change vs previous 13F +658 shares

    0.08% of the 13F portfolio, value $919,957.

    13F-HR 0001306333-25-000009 filed by MOTCO
    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 1,306 shares
    Change vs previous 13F +4 shares

    0.06% of the 13F portfolio, value $575,175.

    13F-HR 0001306333-25-000006 filed by MOTCO
    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 1,302 shares
    Change vs previous 13F -272 shares

    0.05% of the 13F portfolio, value $470,139.

    13F-HR 0001306333-25-000004 filed by MOTCO
    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 1,574 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $632,087.

    13F-HR 0001306333-25-000002 filed by MOTCO
    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 1,574 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $590,848.

    13F-HR 0001306333-24-000008 filed by MOTCO
    Filed (acceptance time not in the bulk data set), ingested

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