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Disclosery

NorthRock Partners, LLC: IWB position timeline

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

NorthRock Partners, LLC held 295,228 IWB shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 295,228 shares
    Change vs previous 13F -3,034 shares

    1.76% of the 13F portfolio, value $120,895,778.

    13F-HR 0001172661-26-003263 filed by NorthRock Partners, 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 298,262 shares
    Change vs previous 13F -504 shares

    1.72% of the 13F portfolio, value $106,348,537.

    13F-HR 0001172661-26-002224 filed by NorthRock Partners, 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 298,766 shares
    Change vs previous 13F +218,122 shares

    1.89% of the 13F portfolio, value $111,571,507.

    13F-HR 0001172661-26-001063 filed by NorthRock Partners, 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 80,644 shares
    Change vs previous 13F +4,953 shares

    0.53% of the 13F portfolio, value $29,473,933.

    13F-HR 0001172661-25-004787 filed by NorthRock Partners, 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/A 75,691 shares
    Change vs previous 13F +3,086 shares

    0.67% of the 13F portfolio, value $25,702,502.

    13F-HR/A 0001172661-25-004912 filed by NorthRock Partners, 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 72,605 shares
    Change vs previous 13F -1,583 shares

    0.75% of the 13F portfolio, value $22,270,835.

    13F-HR 0001398344-25-008966 filed by NorthRock Partners, 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/A 74,188 shares
    Change vs previous 13F -3,276 shares

    0.78% of the 13F portfolio, value $23,900,251.

    13F-HR/A 0001398344-25-007448 filed by NorthRock Partners, 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/A 77,464 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $24,353,885.

    13F-HR/A 0001398344-25-007446 filed by NorthRock Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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