Sincerus Advisory, LLC: IWF position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sincerus Advisory, LLC on IWF, newest first. How the timeline and the estimate are built.
Sincerus Advisory, LLC held 14,791 IWF shares at 2026-09-30 per its 13F-HR filed 2026-10-09.
the latest 13F is the newest step
- period ended2026-09-3013F 14,791 sharesChange vs previous 13F +492 shares
1.21% of the 13F portfolio, value $1,852,717.
13F-HR 0002050968-26-000004 filed by Sincerus Advisory, LLC
Accepted , ingested - period ended2026-06-3013F 14,299 sharesChange vs previous 13F +10,674 shares
1.21% of the 13F portfolio, value $1,775,510.
13F-HR 0002050968-26-000003 filed by Sincerus Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,625 sharesChange vs previous 13F +613 shares
1.17% of the 13F portfolio, value $1,545,753.
13F-HR 0002050968-26-000002 filed by Sincerus Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,012 sharesChange vs previous 13F +427 shares
1.15% of the 13F portfolio, value $1,425,610.
13F-HR 0002050968-26-000001 filed by Sincerus Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,585 sharesChange vs previous 13F +262 shares
1.04% of the 13F portfolio, value $1,210,758.
13F-HR 0002050968-25-000002 filed by Sincerus Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,323 sharesChange vs previous 13F -78 shares
0.96% of the 13F portfolio, value $1,021,932.
13F-HR 0001754960-25-000484 filed by Sincerus Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,401 sharesChange vs previous 13F -3 shares
0.91% of the 13F portfolio, value $866,916.
13F-HR 0001754960-25-000228 filed by Sincerus Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,404 sharesChange vs previous 13F not available
1.04% of the 13F portfolio, value $965,357.
13F-HR 0001754960-25-000099 filed by Sincerus Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).