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Rodgers & Associates, LTD: IWF position timeline

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

Rodgers & Associates, LTD held 490,509 IWF shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 490,509 shares
    Change vs previous 13F +365,882 shares

    5.53% of the 13F portfolio, value $60,906,537.

    13F-HR 0001172661-26-002709 filed by Rodgers & Associates, LTD
    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 124,627 shares
    Change vs previous 13F -1,148 shares

    5.41% of the 13F portfolio, value $53,140,972.

    13F-HR 0001172661-26-001592 filed by Rodgers & Associates, LTD
    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 125,775 shares
    Change vs previous 13F -4,618 shares

    6.03% of the 13F portfolio, value $59,529,171.

    13F-HR 0001172661-26-000265 filed by Rodgers & Associates, LTD
    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 130,393 shares
    Change vs previous 13F -5,497 shares

    6.3% of the 13F portfolio, value $61,077,562.

    13F-HR 0001172661-25-004586 filed by Rodgers & Associates, LTD
    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 135,890 shares
    Change vs previous 13F +11,421 shares

    6.34% of the 13F portfolio, value $57,696,192.

    13F-HR 0001172661-25-002755 filed by Rodgers & Associates, LTD
    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 124,469 shares
    Change vs previous 13F -1,200 shares

    5.48% of the 13F portfolio, value $44,944,525.

    13F-HR 0001172661-25-001534 filed by Rodgers & Associates, LTD
    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 125,669 shares
    Change vs previous 13F -3,022 shares

    6.01% of the 13F portfolio, value $50,466,023.

    13F-HR 0001172661-25-000271 filed by Rodgers & Associates, LTD
    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 128,691 shares
    Change vs previous 13F not available

    5.76% of the 13F portfolio, value $48,308,169.

    13F-HR 0001172661-24-004313 filed by Rodgers & Associates, LTD
    Filed (acceptance time not in the bulk data set), ingested

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