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Disclosery

Sage Mountain Advisors LLC: IWF position timeline

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

Sage Mountain Advisors LLC held 66,240 IWF shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 66,240 shares
    Change vs previous 13F +49,680 shares

    0.51% of the 13F portfolio, value $8,225,021.

    13F-HR 0001398344-26-013547 filed by Sage Mountain Advisors 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 16,560 shares
    Change vs previous 13F +4,006 shares

    0.49% of the 13F portfolio, value $7,061,184.

    13F-HR 0001398344-26-008901 filed by Sage Mountain Advisors 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 12,554 shares
    Change vs previous 13F -14 shares

    0.32% of the 13F portfolio, value $5,941,808.

    13F-HR 0001398344-26-001120 filed by Sage Mountain Advisors 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 12,568 shares
    Change vs previous 13F -83 shares

    0.34% of the 13F portfolio, value $5,886,977.

    13F-HR 0001398344-25-019993 filed by Sage Mountain Advisors 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 12,651 shares
    Change vs previous 13F +1,163 shares

    0.35% of the 13F portfolio, value $5,371,362.

    13F-HR 0001398344-25-014219 filed by Sage Mountain Advisors 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 11,488 shares
    Change vs previous 13F +1,264 shares

    0.31% of the 13F portfolio, value $4,148,202.

    13F-HR 0001398344-25-008521 filed by Sage Mountain Advisors 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 10,224 shares
    Change vs previous 13F -7 shares

    0.3% of the 13F portfolio, value $4,105,754.

    13F-HR 0001398344-25-002201 filed by Sage Mountain Advisors 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 10,231 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $3,840,513.

    13F-HR 0001398344-24-019579 filed by Sage Mountain Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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