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Disclosery

NorthRock Partners, LLC: IWF position timeline

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

NorthRock Partners, LLC held 378,795 IWF 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 378,795 shares
    Change vs previous 13F -7,135 shares

    0.68% of the 13F portfolio, value $47,034,947.

    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 385,930 shares
    Change vs previous 13F +286,493 shares

    0.66% of the 13F portfolio, value $41,140,171.

    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 99,437 shares
    Change vs previous 13F -11,496 shares

    0.8% of the 13F portfolio, value $47,063,881.

    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 110,933 shares
    Change vs previous 13F -7,107 shares

    0.94% of the 13F portfolio, value $51,962,036.

    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 118,040 shares
    Change vs previous 13F +3,847 shares

    1.31% of the 13F portfolio, value $50,117,269.

    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 114,193 shares
    Change vs previous 13F -6,102 shares

    1.39% of the 13F portfolio, value $41,234,117.

    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 120,295 shares
    Change vs previous 13F -2,023 shares

    1.58% of the 13F portfolio, value $48,308,172.

    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 122,318 shares
    Change vs previous 13F not available

    1.51% of the 13F portfolio, value $45,915,759.

    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).