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Disclosery

Narwhal Capital Management: IWF position timeline

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

Narwhal Capital Management held 125,220 IWF shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 125,220 shares
    Change vs previous 13F +93,915 shares

    1.07% of the 13F portfolio, value $15,548,567.

    13F-HR 0001461287-26-000003 filed by Narwhal Capital Management
    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 31,305 shares
    Change vs previous 13F -22 shares

    0.98% of the 13F portfolio, value $13,348,452.

    13F-HR 0001461287-26-000002 filed by Narwhal 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 ended2025-12-31
    13F 31,327 shares
    Change vs previous 13F 0 shares

    1.08% of the 13F portfolio, value $14,827,069.

    13F-HR 0001461287-26-000001 filed by Narwhal 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 ended2025-09-30
    13F 31,327 shares
    Change vs previous 13F -23 shares

    1.09% of the 13F portfolio, value $14,673,880.

    13F-HR 0001461287-25-000005 filed by Narwhal 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 ended2025-06-30
    13F 31,350 shares
    Change vs previous 13F +296 shares

    1.07% of the 13F portfolio, value $13,310,583.

    13F-HR 0001085146-25-004109 filed by Narwhal 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 ended2025-03-31
    13F 31,054 shares
    Change vs previous 13F -16 shares

    1% of the 13F portfolio, value $11,213,289.

    13F-HR 0001085146-25-002254 filed by Narwhal 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 ended2024-12-31
    13F 31,070 shares
    Change vs previous 13F 0 shares

    1.1% of the 13F portfolio, value $12,477,091.

    13F-HR 0001085146-25-000391 filed by Narwhal 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 ended2024-09-30
    13F 31,070 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $11,663,057.

    13F-HR 0001085146-24-005056 filed by Narwhal Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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