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Disclosery

Partners in Financial Planning: IWF position timeline

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

Partners in Financial Planning held 13,252 IWF shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,252 shares
    Change vs previous 13F +9,940 shares

    0.25% of the 13F portfolio, value $1,645,474.

    13F-HR 0002054264-26-000004 filed by Partners in Financial Planning
    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 3,312 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $1,412,401.

    13F-HR 0002054264-26-000002 filed by Partners in Financial Planning
    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 3,312 shares
    Change vs previous 13F -529 shares

    0.27% of the 13F portfolio, value $1,567,334.

    13F-HR 0002054264-26-000001 filed by Partners in Financial Planning
    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 3,841 shares
    Change vs previous 13F +1 shares

    0.31% of the 13F portfolio, value $1,798,939.

    13F-HR 0002054264-25-000023 filed by Partners in Financial Planning
    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 3,840 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $1,630,540.

    13F-HR 0002054264-25-000021 filed by Partners in Financial Planning
    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 3,840 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $1,386,654.

    13F-HR 0002054264-25-000011 filed by Partners in Financial Planning
    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 3,840 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $1,542,067.

    13F-HR 0002054264-25-000002 filed by Partners in Financial Planning
    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 3,840 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,441,459.

    13F-HR 0002054264-25-000003 filed by Partners in Financial Planning
    Filed (acceptance time not in the bulk data set), ingested

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