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Disclosery

Pacific Point Advisors, LLC: IWF position timeline

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

Pacific Point Advisors, LLC held 6,944 IWF shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,944 shares
    Change vs previous 13F +5,073 shares

    0.39% of the 13F portfolio, value $862,236.

    13F-HR 0001951757-26-001050 filed by Pacific Point Advisors, 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 1,871 shares
    Change vs previous 13F -17 shares

    0.42% of the 13F portfolio, value $797,794.

    13F-HR 0001951757-26-000771 filed by Pacific Point Advisors, 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 1,888 shares
    Change vs previous 13F -5 shares

    0.48% of the 13F portfolio, value $893,590.

    13F-HR 0001951757-26-000256 filed by Pacific Point Advisors, 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 1,893 shares
    Change vs previous 13F 0 shares

    0.52% of the 13F portfolio, value $886,700.

    13F-HR 0001951757-25-001303 filed by Pacific Point Advisors, 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 1,893 shares
    Change vs previous 13F 0 shares

    0.44% of the 13F portfolio, value $803,730.

    13F-HR 0001951757-25-000892 filed by Pacific Point Advisors, 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 1,893 shares
    Change vs previous 13F +486 shares

    0.38% of the 13F portfolio, value $683,543.

    13F-HR 0001951757-25-000477 filed by Pacific Point Advisors, 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 1,407 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $577,306.

    13F-HR 0001951757-25-000271 filed by Pacific Point Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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