Skip to content
Disclosery

New Perspectives, Inc: IWF position timeline

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

New Perspectives, Inc held 3,848 IWF shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,848 shares
    Change vs previous 13F +2,854 shares

    0.15% of the 13F portfolio, value $477,806.

    13F-HR 0001909565-26-000005 filed by New Perspectives, Inc
    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 994 shares
    Change vs previous 13F -63 shares

    0.15% of the 13F portfolio, value $423,842.

    13F-HR 0001909565-26-000004 filed by New Perspectives, Inc
    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 1,057 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $500,278.

    13F-HR 0001909565-26-000001 filed by New Perspectives, Inc
    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 1,057 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $495,109.

    13F-HR 0001909565-25-000006 filed by New Perspectives, Inc
    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 1,057 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $448,781.

    13F-HR 0001909565-25-000005 filed by New Perspectives, Inc
    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 1,057 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $381,672.

    13F-HR 0001909565-25-000004 filed by New Perspectives, Inc
    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 1,057 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $424,470.

    13F-HR 0001909565-25-000001 filed by New Perspectives, Inc
    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 1,057 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $396,777.

    13F-HR 0001909565-24-000003 filed by New Perspectives, Inc
    Filed (acceptance time not in the bulk data set), ingested

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