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Disclosery

REBALANCE, LLC: IWS position timeline

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

REBALANCE, LLC held 7,957 IWS 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 7,957 shares
    Change vs previous 13F +24 shares

    0.07% of the 13F portfolio, value $1,309,742.

    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 7,933 shares
    Change vs previous 13F +25 shares

    0.07% of the 13F portfolio, value $1,156,099.

    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 7,908 shares
    Change vs previous 13F +965 shares

    0.07% of the 13F portfolio, value $1,115,396.

    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 6,943 shares
    Change vs previous 13F +28 shares

    0.06% of the 13F portfolio, value $969,783.

    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 6,915 shares
    Change vs previous 13F +26 shares

    0.06% of the 13F portfolio, value $913,797.

    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 6,889 shares
    Change vs previous 13F +24 shares

    0.06% of the 13F portfolio, value $867,828.

    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 6,865 shares
    Change vs previous 13F +31 shares

    0.07% of the 13F portfolio, value $887,868.

    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 6,834 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $903,774.

    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).