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Disclosery

REBALANCE, LLC: IWF position timeline

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

REBALANCE, LLC held 73,190 IWF shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 73,190 shares
    Change vs previous 13F +54,402 shares

    0.48% of the 13F portfolio, value $9,088,016.

    13F-HR 0001811052-26-000007 filed by REBALANCE, 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 18,788 shares
    Change vs previous 13F +17 shares

    0.47% of the 13F portfolio, value $8,011,030.

    13F-HR 0001811052-26-000006 filed by REBALANCE, 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 18,771 shares
    Change vs previous 13F -2,566 shares

    0.52% of the 13F portfolio, value $8,884,242.

    13F-HR 0001811052-26-000002 filed by REBALANCE, 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 21,337 shares
    Change vs previous 13F +19 shares

    0.6% of the 13F portfolio, value $9,994,575.

    13F-HR 0001811052-25-000007 filed by REBALANCE, 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 21,318 shares
    Change vs previous 13F +593 shares

    0.61% of the 13F portfolio, value $9,051,100.

    13F-HR 0001811052-25-000006 filed by REBALANCE, 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 20,725 shares
    Change vs previous 13F +22 shares

    0.55% of the 13F portfolio, value $7,483,613.

    13F-HR 0001811052-25-000005 filed by REBALANCE, 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 20,703 shares
    Change vs previous 13F -19 shares

    0.62% of the 13F portfolio, value $8,313,768.

    13F-HR 0001811052-25-000002 filed by REBALANCE, 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 20,722 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $7,778,614.

    13F-HR 0001811052-24-000008 filed by REBALANCE, LLC
    Filed (acceptance time not in the bulk data set), ingested

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