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Disclosery

Neumann Capital Management, LLC: IWB position timeline

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

Neumann Capital Management, LLC held 3,978 IWB shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,978 shares
    Change vs previous 13F 0 shares

    1.08% of the 13F portfolio, value $1,628,991.

    13F-HR 0001754960-26-000475 filed by Neumann Capital 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 ended2026-03-31
    13F 3,978 shares
    Change vs previous 13F +40 shares

    0.42% of the 13F portfolio, value $1,418,396.

    13F-HR 0001754960-26-000229 filed by Neumann Capital 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 ended2025-12-31
    13F 3,938 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $1,470,607.

    13F-HR 0001754960-26-000059 filed by Neumann Capital 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 ended2025-09-30
    13F 3,938 shares
    Change vs previous 13F -1 shares

    0.42% of the 13F portfolio, value $1,439,260.

    13F-HR 0001754960-25-000678 filed by Neumann Capital 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 ended2025-06-30
    13F 3,939 shares
    Change vs previous 13F -50 shares

    0.42% of the 13F portfolio, value $1,337,566.

    13F-HR 0001754960-25-000413 filed by Neumann Capital 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 ended2025-03-31
    13F 3,989 shares
    Change vs previous 13F -24 shares

    0.42% of the 13F portfolio, value $1,223,586.

    13F-HR 0001754960-25-000201 filed by Neumann Capital 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 ended2024-12-31
    13F 4,013 shares
    Change vs previous 13F -34 shares

    0.43% of the 13F portfolio, value $1,292,828.

    13F-HR 0001754960-25-000048 filed by Neumann Capital 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 ended2024-09-30
    13F 4,047 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $1,272,336.

    13F-HR 0001172661-24-004478 filed by Neumann Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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