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Disclosery

North Capital, Inc.: IWF position timeline

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

North Capital, Inc. held 5,596 IWF shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,596 shares
    Change vs previous 13F +4,207 shares

    0.52% of the 13F portfolio, value $694,855.

    13F-HR 0002065938-26-000004 filed by North Capital, 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 1,389 shares
    Change vs previous 13F 0 shares

    0.5% of the 13F portfolio, value $592,270.

    13F-HR 0002065938-26-000003 filed by North Capital, 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/A 1,389 shares
    Change vs previous 13F -1 shares

    0.57% of the 13F portfolio, value $657,414.

    13F-HR/A 0002065938-26-000002 filed by North Capital, 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 1,390 shares
    Change vs previous 13F -1 shares

    0.5% of the 13F portfolio, value $651,090.

    13F-HR 0002065938-25-000005 filed by North Capital, 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 1,391 shares
    Change vs previous 13F -7 shares

    0.51% of the 13F portfolio, value $590,591.

    13F-HR 0002065938-25-000002 filed by North Capital, 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 1,398 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $504,804.

    13F-HR 0002065938-25-000001 filed by North Capital, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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