Skip to content
Disclosery

Ruggaard & Associates LLC: IWF position timeline

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

Ruggaard & Associates LLC held 67,592 IWF shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 67,592 shares
    Change vs previous 13F +49,962 shares

    3.01% of the 13F portfolio, value $8,392,861.

    13F-HR 0001971230-26-000003 filed by Ruggaard & Associates 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 17,630 shares
    Change vs previous 13F -270 shares

    2.98% of the 13F portfolio, value $7,517,249.

    13F-HR 0001971230-26-000002 filed by Ruggaard & Associates 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 17,900 shares
    Change vs previous 13F -1,994 shares

    3.34% of the 13F portfolio, value $8,471,878.

    13F-HR 0001971230-26-000001 filed by Ruggaard & Associates 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 19,894 shares
    Change vs previous 13F -49 shares

    3.49% of the 13F portfolio, value $9,318,322.

    13F-HR 0001971230-25-000006 filed by Ruggaard & Associates 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 19,943 shares
    Change vs previous 13F -702 shares

    3.4% of the 13F portfolio, value $8,467,506.

    13F-HR 0001971230-25-000005 filed by Ruggaard & Associates 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 20,645 shares
    Change vs previous 13F -167 shares

    3.27% of the 13F portfolio, value $7,454,826.

    13F-HR 0001971230-25-000002 filed by Ruggaard & Associates 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 20,812 shares
    Change vs previous 13F -499 shares

    3.67% of the 13F portfolio, value $8,357,486.

    13F-HR 0001971230-25-000001 filed by Ruggaard & Associates 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 21,311 shares
    Change vs previous 13F not available

    3.48% of the 13F portfolio, value $7,999,634.

    13F-HR 0001971230-24-000010 filed by Ruggaard & Associates LLC
    Filed (acceptance time not in the bulk data set), ingested

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