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Disclosery

Schaeffer Financial LLC: IWB position timeline

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

Schaeffer Financial LLC held 629 IWB shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 629 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $257,576.

    13F-HR 0001705819-26-000049 filed by Schaeffer Financial 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 629 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $224,276.

    13F-HR 0001705819-26-000031 filed by Schaeffer Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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