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Disclosery

PFW Advisors LLC: IWF position timeline

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

PFW Advisors LLC held 252,751 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 252,751 shares
    Change vs previous 13F -956 shares

    9.4% of the 13F portfolio, value $31,659,592.

    13F-HR 0001989744-26-000005 filed by PFW Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 253,707 shares
    Change vs previous 13F +189,701 shares

    9.18% of the 13F portfolio, value $31,502,799.

    13F-HR 0001989744-26-000003 filed by PFW 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 64,006 shares
    Change vs previous 13F -264 shares

    8.58% of the 13F portfolio, value $27,292,158.

    13F-HR 0001989744-26-000002 filed by PFW 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 64,270 shares
    Change vs previous 13F -966 shares

    9.19% of the 13F portfolio, value $30,418,991.

    13F-HR 0001989744-26-000001 filed by PFW 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 65,236 shares
    Change vs previous 13F -1,474 shares

    9.04% of the 13F portfolio, value $30,557,195.

    13F-HR 0001989744-25-000005 filed by PFW 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 66,710 shares
    Change vs previous 13F -2,400 shares

    8.71% of the 13F portfolio, value $28,323,732.

    13F-HR 0001989744-25-000004 filed by PFW 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 69,110 shares
    Change vs previous 13F -1,606 shares

    7.82% of the 13F portfolio, value $24,954,930.

    13F-HR 0001989744-25-000002 filed by PFW 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 70,716 shares
    Change vs previous 13F not available

    8.73% of the 13F portfolio, value $28,398,131.

    13F-HR 0001989744-25-000001 filed by PFW Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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