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Disclosery

Orin Green Financial, LLC: IWF position timeline

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

Orin Green Financial, LLC held 6,280 IWF 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 6,280 shares
    Change vs previous 13F +4,710 shares

    0.29% of the 13F portfolio, value $779,788.

    13F-HR 0001844227-26-000003 filed by Orin Green Financial, 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 1,570 shares
    Change vs previous 13F -60 shares

    0.27% of the 13F portfolio, value $669,448.

    13F-HR 0001844227-26-000002 filed by Orin Green Financial, 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 1,630 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $771,479.

    13F-HR 0001844227-26-000001 filed by Orin Green Financial, 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 1,630 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $763,508.

    13F-HR 0001844227-25-000002 filed by Orin Green Financial, 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 1,630 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $692,065.

    13F-HR 0001085146-25-004260 filed by Orin Green Financial, 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 1,630 shares
    Change vs previous 13F +1,630 shares

    0.26% of the 13F portfolio, value $542,040.

    13F-HR 0001085146-25-002655 filed by Orin Green Financial, 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 0 shares
    Change vs previous 13F -1,630 shares

    13F-HR 0001085146-25-001754 filed by Orin Green Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  8. period ended2024-09-30
    13F 1,630 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $611,869.

    13F-HR 0001085146-24-004948 filed by Orin Green Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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