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SHRIER WEALTH MANAGEMENT, LLC: IWF position timeline

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

SHRIER WEALTH MANAGEMENT, LLC held 1,880 IWF shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,880 shares
    Change vs previous 13F +1,410 shares

    0.08% of the 13F portfolio, value $233,440.

    13F-HR 0001951757-26-000983 filed by SHRIER WEALTH MANAGEMENT, 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 470 shares
    Change vs previous 13F -165 shares

    0.07% of the 13F portfolio, value $200,408.

    13F-HR 0001951757-26-000594 filed by SHRIER WEALTH MANAGEMENT, 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 635 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $300,546.

    13F-HR 0001951757-26-000159 filed by SHRIER WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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