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Procyon Advisors, LLC: IWF position timeline

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

Procyon Advisors, LLC held 195,905 IWF shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 195,905 shares
    Change vs previous 13F +146,360 shares

    1.05% of the 13F portfolio, value $24,325,540.

    13F-HR 0001951757-26-000939 filed by Procyon Advisors, LLC
    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 49,545 shares
    Change vs previous 13F +3,724 shares

    1.04% of the 13F portfolio, value $21,125,883.

    13F-HR 0001951757-26-000765 filed by Procyon 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 ended2025-12-31
    13F 45,821 shares
    Change vs previous 13F +13,812 shares

    1.08% of the 13F portfolio, value $21,686,878.

    13F-HR 0001951757-26-000027 filed by Procyon 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 ended2025-09-30
    13F 32,009 shares
    Change vs previous 13F -1,925 shares

    0.89% of the 13F portfolio, value $14,993,411.

    13F-HR 0001951757-25-001218 filed by Procyon 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 ended2025-06-30
    13F 33,934 shares
    Change vs previous 13F -2,426 shares

    1.36% of the 13F portfolio, value $14,401,463.

    13F-HR 0001951757-25-000600 filed by Procyon 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 ended2025-03-31
    13F 36,360 shares
    Change vs previous 13F -2,481 shares

    0.8% of the 13F portfolio, value $13,129,259.

    13F-HR 0001951757-25-000320 filed by Procyon 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 ended2024-12-31
    13F 38,841 shares
    Change vs previous 13F +12,764 shares

    1% of the 13F portfolio, value $15,597,815.

    13F-HR 0001951757-25-000036 filed by Procyon 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 ended2024-09-30
    13F 26,077 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $9,783,722.

    13F-HR 0001951757-24-001018 filed by Procyon Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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