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PENOBSCOT WEALTH MANAGEMENT: IWF position timeline

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

PENOBSCOT WEALTH MANAGEMENT held 3,005 IWF 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 3,005 shares
    Change vs previous 13F +2,341 shares

    0.1% of the 13F portfolio, value $373,146.

    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 664 shares
    Change vs previous 13F +203 shares

    0.08% of the 13F portfolio, value $283,160.

    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 461 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $218,219.

    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).