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Disclosery

Rice Partnership, LLC: IWB position timeline

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

Rice Partnership, LLC held 45,588 IWB shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,588 shares
    Change vs previous 13F -158 shares

    2.27% of the 13F portfolio, value $18,668,253.

    13F-HR 0001398344-26-013053 filed by Rice Partnership, 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 45,746 shares
    Change vs previous 13F +754 shares

    2.23% of the 13F portfolio, value $16,311,165.

    13F-HR 0001398344-26-008699 filed by Rice Partnership, 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 44,992 shares
    Change vs previous 13F -1,018 shares

    2.27% of the 13F portfolio, value $16,801,783.

    13F-HR 0001398344-26-002649 filed by Rice Partnership, 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 46,010 shares
    Change vs previous 13F -2,688 shares

    2.39% of the 13F portfolio, value $16,815,706.

    13F-HR 0001398344-25-020660 filed by Rice Partnership, 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 48,698 shares
    Change vs previous 13F +1,395 shares

    2.87% of the 13F portfolio, value $16,536,410.

    13F-HR 0001398344-25-013670 filed by Rice Partnership, 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 47,303 shares
    Change vs previous 13F +912 shares

    2.98% of the 13F portfolio, value $14,509,750.

    13F-HR 0001398344-25-008043 filed by Rice Partnership, 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 46,391 shares
    Change vs previous 13F -1,354 shares

    2.85% of the 13F portfolio, value $14,945,354.

    13F-HR 0001398344-25-001044 filed by Rice Partnership, 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 47,745 shares
    Change vs previous 13F not available

    3.02% of the 13F portfolio, value $15,010,579.

    13F-HR 0001398344-24-020619 filed by Rice Partnership, LLC
    Filed (acceptance time not in the bulk data set), ingested

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