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Disclosery

Persium Advisors, LLC: IWF position timeline

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

Persium Advisors, LLC held 6,304 IWF shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 6,304 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $789,639.

    13F-HR 0002033683-26-000007 filed by Persium Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F/A 6,304 shares
    Change vs previous 13F +4,728 shares

    0.51% of the 13F portfolio, value $782,768.

    13F-HR/A 0002033683-26-000005 filed by Persium 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 ended2026-03-31
    13F 1,576 shares
    Change vs previous 13F -198 shares

    0.53% of the 13F portfolio, value $672,006.

    13F-HR 0002033683-26-000002 filed by Persium 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 ended2025-12-31
    13F 1,774 shares
    Change vs previous 13F -72 shares

    0.61% of the 13F portfolio, value $839,634.

    13F-HR 0002033683-26-000001 filed by Persium 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 ended2025-09-30
    13F 1,846 shares
    Change vs previous 13F 0 shares

    0.65% of the 13F portfolio, value $864,685.

    13F-HR 0002033683-25-000006 filed by Persium 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 ended2025-06-30
    13F 1,846 shares
    Change vs previous 13F 0 shares

    0.65% of the 13F portfolio, value $783,775.

    13F-HR 0002033683-25-000004 filed by Persium 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 ended2025-03-31
    13F 1,846 shares
    Change vs previous 13F 0 shares

    0.63% of the 13F portfolio, value $666,572.

    13F-HR 0002033683-25-000003 filed by Persium 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 ended2024-12-31
    13F 1,846 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $741,317.

    13F-HR 0002033683-25-000001 filed by Persium Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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