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Disclosery

SIGNATUREFD, LLC: IWF position timeline

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

SIGNATUREFD, LLC held 7,236,734 IWF shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,236,734 shares
    Change vs previous 13F +5,437,735 shares

    12.01% of the 13F portfolio, value $898,585,217.

    13F-HR 0001456048-26-000004 filed by SIGNATUREFD, 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 1,798,999 shares
    Change vs previous 13F +16,109 shares

    11.76% of the 13F portfolio, value $767,093,213.

    13F-HR 0001456048-26-000003 filed by SIGNATUREFD, 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 1,782,890 shares
    Change vs previous 13F -7,366 shares

    12.89% of the 13F portfolio, value $843,841,890.

    13F-HR 0001456048-26-000001 filed by SIGNATUREFD, 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 1,790,256 shares
    Change vs previous 13F -9,668 shares

    13.23% of the 13F portfolio, value $838,573,922.

    13F-HR 0001456048-25-000009 filed by SIGNATUREFD, 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 1,799,924 shares
    Change vs previous 13F -54,794 shares

    13.04% of the 13F portfolio, value $764,211,878.

    13F-HR 0001456048-25-000006 filed by SIGNATUREFD, 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 1,854,718 shares
    Change vs previous 13F -212,188 shares

    12.69% of the 13F portfolio, value $669,720,205.

    13F-HR 0001456048-25-000003 filed by SIGNATUREFD, 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 2,066,906 shares
    Change vs previous 13F +6,388 shares

    15.75% of the 13F portfolio, value $830,027,986.

    13F-HR 0001456048-25-000001 filed by SIGNATUREFD, 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 2,060,518 shares
    Change vs previous 13F not available

    14.75% of the 13F portfolio, value $773,477,298.

    13F-HR 0001456048-24-000007 filed by SIGNATUREFD, LLC
    Filed (acceptance time not in the bulk data set), ingested

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