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PENOBSCOT WEALTH MANAGEMENT: IWB position timeline

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

PENOBSCOT WEALTH MANAGEMENT held 2,707 IWB shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,707 shares
    Change vs previous 13F -2,800 shares

    0.3% of the 13F portfolio, value $1,108,516.

    13F-HR 0002063364-26-000206 filed by PENOBSCOT WEALTH MANAGEMENT
    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 5,507 shares
    Change vs previous 13F +2,707 shares

    0.59% of the 13F portfolio, value $2,010,840.

    13F-HR 0002063364-26-000111 filed by PENOBSCOT WEALTH MANAGEMENT
    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 2,800 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $1,045,632.

    13F-HR 0002063364-26-000073 filed by PENOBSCOT WEALTH MANAGEMENT
    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 2,800 shares
    Change vs previous 13F -95 shares

    0.33% of the 13F portfolio, value $1,023,344.

    13F-HR 0002063364-25-000280 filed by PENOBSCOT WEALTH MANAGEMENT
    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 2,895 shares
    Change vs previous 13F +1,170 shares

    0.35% of the 13F portfolio, value $983,055.

    13F-HR 0002063364-25-000160 filed by PENOBSCOT WEALTH MANAGEMENT
    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 1,725 shares
    Change vs previous 13F +486 shares

    0.22% of the 13F portfolio, value $529,126.

    13F-HR 0002063364-25-000041 filed by PENOBSCOT WEALTH MANAGEMENT
    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 1,239 shares
    Change vs previous 13F -78 shares

    0.18% of the 13F portfolio, value $399,000.

    13F-HR 0001875768-25-000002 filed by PENOBSCOT WEALTH MANAGEMENT
    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 1,317 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $414,000.

    13F-HR 0001875768-24-000013 filed by PENOBSCOT WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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