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Paul R. Ried Financial Group, LLC: IWB position timeline

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

Paul R. Ried Financial Group, LLC held 4,832 IWB shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,832 shares
    Change vs previous 13F -911 shares

    0.86% of the 13F portfolio, value $1,978,704.

    13F-HR 0002033053-26-000007 filed by Paul R. Ried Financial Group, 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 5,743 shares
    Change vs previous 13F -94 shares

    0.95% of the 13F portfolio, value $2,047,724.

    13F-HR 0002033053-26-000005 filed by Paul R. Ried Financial Group, 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 5,837 shares
    Change vs previous 13F 0 shares

    1.03% of the 13F portfolio, value $2,179,769.

    13F-HR 0002033053-26-000003 filed by Paul R. Ried Financial Group, 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 5,837 shares
    Change vs previous 13F -84 shares

    1.08% of the 13F portfolio, value $2,133,307.

    13F-HR 0002033053-25-000010 filed by Paul R. Ried Financial Group, 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 5,921 shares
    Change vs previous 13F +137 shares

    1.22% of the 13F portfolio, value $2,010,594.

    13F-HR 0002033053-25-000007 filed by Paul R. Ried Financial Group, 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 5,784 shares
    Change vs previous 13F 0 shares

    1.24% of the 13F portfolio, value $1,774,184.

    13F-HR 0002033053-25-000006 filed by Paul R. Ried Financial Group, 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 5,784 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $1,863,373.

    13F-HR 0002033053-25-000003 filed by Paul R. Ried Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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