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Disclosery

Sanchez Wealth Management Group: IWF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sanchez Wealth Management Group on IWF, newest first. How the timeline and the estimate are built.

Sanchez Wealth Management Group held 351,287 IWF shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 351,287 shares
    Change vs previous 13F +267,101 shares

    7.64% of the 13F portfolio, value $43,619,279.

    13F-HR 0001420506-26-001300 filed by Sanchez Wealth Management Group
    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 84,186 shares
    Change vs previous 13F +2,707 shares

    7.76% of the 13F portfolio, value $35,896,755.

    13F-HR 0001420506-26-000768 filed by Sanchez Wealth Management Group
    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 81,479 shares
    Change vs previous 13F -1,722 shares

    8.25% of the 13F portfolio, value $38,563,885.

    13F-HR 0001420506-26-000149 filed by Sanchez Wealth Management Group
    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 83,201 shares
    Change vs previous 13F +1,383 shares

    8.65% of the 13F portfolio, value $38,972,041.

    13F-HR 0001420506-25-003033 filed by Sanchez Wealth Management Group
    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 81,818 shares
    Change vs previous 13F +1,147 shares

    8.38% of the 13F portfolio, value $34,738,281.

    13F-HR 0001420506-25-001756 filed by Sanchez Wealth Management Group
    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 80,671 shares
    Change vs previous 13F +2,445 shares

    7.91% of the 13F portfolio, value $29,129,545.

    13F-HR 0001420506-25-000777 filed by Sanchez Wealth Management Group
    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 78,226 shares
    Change vs previous 13F +6,050 shares

    8.58% of the 13F portfolio, value $31,413,958.

    13F-HR 0001420506-25-000063 filed by Sanchez Wealth Management Group
    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 72,176 shares
    Change vs previous 13F not available

    8.26% of the 13F portfolio, value $27,093,302.

    13F-HR 0001420506-24-002211 filed by Sanchez Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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