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Disclosery

POTENTIA WEALTH: IWF position timeline

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

POTENTIA WEALTH held 78,024 IWF shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 78,024 shares
    Change vs previous 13F +57,988 shares

    3.97% of the 13F portfolio, value $9,688,293.

    13F-HR 0002052308-26-000004 filed by POTENTIA WEALTH
    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 20,036 shares
    Change vs previous 13F +71 shares

    3.3% of the 13F portfolio, value $8,543,456.

    13F-HR 0002052308-26-000003 filed by POTENTIA WEALTH
    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 19,965 shares
    Change vs previous 13F +2,123 shares

    3.46% of the 13F portfolio, value $9,449,530.

    13F-HR 0002052308-26-000001 filed by POTENTIA WEALTH
    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 17,842 shares
    Change vs previous 13F -282 shares

    3.19% of the 13F portfolio, value $8,357,228.

    13F-HR 0002052308-25-000007 filed by POTENTIA WEALTH
    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 18,124 shares
    Change vs previous 13F -1,006 shares

    4.39% of the 13F portfolio, value $7,695,249.

    13F-HR 0002052308-25-000006 filed by POTENTIA WEALTH
    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 19,130 shares
    Change vs previous 13F +718 shares

    3.24% of the 13F portfolio, value $6,907,586.

    13F-HR 0002052308-25-000002 filed by POTENTIA WEALTH
    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 18,412 shares
    Change vs previous 13F not available

    3.29% of the 13F portfolio, value $7,393,858.

    13F-HR 0002052308-25-000001 filed by POTENTIA WEALTH
    Filed (acceptance time not in the bulk data set), ingested

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