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Providence Capital Advisors, LLC: IWF position timeline

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

Providence Capital Advisors, LLC held 20,541 IWF shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,541 shares
    Change vs previous 13F +15,325 shares

    0.39% of the 13F portfolio, value $2,550,597.

    13F-HR 0001730814-26-000004 filed by Providence Capital 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 5,216 shares
    Change vs previous 13F 0 shares

    0.36% of the 13F portfolio, value $2,224,013.

    13F-HR 0001730814-26-000003 filed by Providence Capital 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 5,216 shares
    Change vs previous 13F -1,655 shares

    0.42% of the 13F portfolio, value $2,468,634.

    13F-HR 0001730814-26-000002 filed by Providence Capital 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 6,871 shares
    Change vs previous 13F -110 shares

    0.56% of the 13F portfolio, value $3,218,347.

    13F-HR 0001730814-25-000009 filed by Providence Capital 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 6,981 shares
    Change vs previous 13F +1,873 shares

    0.54% of the 13F portfolio, value $2,963,904.

    13F-HR 0001730814-25-000005 filed by Providence Capital 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 5,108 shares
    Change vs previous 13F -303 shares

    0.38% of the 13F portfolio, value $1,844,448.

    13F-HR 0001730814-25-000004 filed by Providence Capital 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 5,411 shares
    Change vs previous 13F +303 shares

    0.44% of the 13F portfolio, value $2,172,949.

    13F-HR 0001730814-25-000002 filed by Providence Capital 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 5,108 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $1,917,441.

    13F-HR 0001730814-24-000005 filed by Providence Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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