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Parkside Advisors LLC: IWB position timeline

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

Parkside Advisors LLC held 221,192 IWB shares at 2025-06-30 per its 13F-HR filed 2025-07-09.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 221,192 shares
    Change vs previous 13F -3,825 shares

    16.5% of the 13F portfolio, value $75,110,087.

    13F-HR 0001062993-25-012648 filed by Parkside 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 ended2025-03-31
    13F 225,017 shares
    Change vs previous 13F -4,411 shares

    16.62% of the 13F portfolio, value $69,021,586.

    13F-HR 0001062993-25-007259 filed by Parkside 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 ended2024-12-31
    13F 229,428 shares
    Change vs previous 13F -1,525 shares

    17.42% of the 13F portfolio, value $73,912,464.

    13F-HR 0001062993-25-000714 filed by Parkside 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 ended2024-09-30
    13F 230,953 shares
    Change vs previous 13F +1,023 shares

    17.24% of the 13F portfolio, value $72,609,292.

    13F-HR 0001062993-24-017478 filed by Parkside 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 ended2024-06-30
    13F 229,930 shares
    Change vs previous 13F +4,077 shares

    17.48% of the 13F portfolio, value $68,413,261.

    13F-HR 0001062993-24-013585 filed by Parkside 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 ended2024-03-31
    13F 225,853 shares
    Change vs previous 13F -2,013 shares

    16.74% of the 13F portfolio, value $65,052,416.

    13F-HR 0001062993-24-008278 filed by Parkside 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 ended2023-12-31
    13F 227,866 shares
    Change vs previous 13F +4,752 shares

    16.55% of the 13F portfolio, value $59,760,136.

    13F-HR 0001062993-24-000616 filed by Parkside Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 223,114 shares
    Change vs previous 13F not available

    16.35% of the 13F portfolio, value $52,635,038.

    13F-HR 0001062993-23-019154 filed by Parkside Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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