Skip to content
Disclosery

Schneider Downs Wealth Management Advisors, LP: IWF position timeline

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

Schneider Downs Wealth Management Advisors, LP held 166,537 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 166,537 shares
    Change vs previous 13F +125,128 shares

    1.94% of the 13F portfolio, value $20,678,849.

    13F-HR 0001172661-26-003083 filed by Schneider Downs Wealth Management Advisors, LP
    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 41,409 shares
    Change vs previous 13F +225 shares

    1.95% of the 13F portfolio, value $17,656,625.

    13F-HR 0001172661-26-001986 filed by Schneider Downs Wealth Management Advisors, LP
    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 41,184 shares
    Change vs previous 13F -149 shares

    2.2% of the 13F portfolio, value $19,492,195.

    13F-HR 0001172661-26-000685 filed by Schneider Downs Wealth Management Advisors, LP
    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 41,333 shares
    Change vs previous 13F -3,303 shares

    2.3% of the 13F portfolio, value $19,360,601.

    13F-HR 0001172661-25-005200 filed by Schneider Downs Wealth Management Advisors, LP
    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 44,636 shares
    Change vs previous 13F +1,961 shares

    2.83% of the 13F portfolio, value $18,951,380.

    13F-HR 0001172661-25-002836 filed by Schneider Downs Wealth Management Advisors, LP
    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 42,675 shares
    Change vs previous 13F +896 shares

    2.79% of the 13F portfolio, value $15,409,369.

    13F-HR 0001172661-25-001763 filed by Schneider Downs Wealth Management Advisors, LP
    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 41,779 shares
    Change vs previous 13F -380 shares

    3.16% of the 13F portfolio, value $16,777,448.

    13F-HR 0001172661-25-000497 filed by Schneider Downs Wealth Management Advisors, LP
    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 42,159 shares
    Change vs previous 13F not available

    3.24% of the 13F portfolio, value $15,825,493.

    13F-HR 0001172661-24-004487 filed by Schneider Downs Wealth Management Advisors, LP
    Filed (acceptance time not in the bulk data set), ingested

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