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Disclosery

SP Asset Management LLC: IWF position timeline

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

SP Asset Management LLC held 2,664 IWF shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,664 shares
    Change vs previous 13F +1,998 shares

    0.03% of the 13F portfolio, value $330,841.

    13F-HR 0001962086-26-000005 filed by SP Asset 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 666 shares
    Change vs previous 13F -3,163 shares

    0.03% of the 13F portfolio, value $283,780.

    13F-HR 0001962086-26-000004 filed by SP Asset 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 3,829 shares
    Change vs previous 13F +1 shares

    0.14% of the 13F portfolio, value $1,812,299.

    13F-HR 0001962086-26-000001 filed by SP Asset Management 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 3,828 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $1,793,259.

    13F-HR 0001962086-25-000007 filed by SP Asset Management 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 3,828 shares
    Change vs previous 13F +535 shares

    0.13% of the 13F portfolio, value $1,625,200.

    13F-HR 0001962086-25-000004 filed by SP Asset Management 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 3,293 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $1,189,120.

    13F-HR 0001962086-25-000003 filed by SP Asset Management 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 3,293 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $1,322,404.

    13F-HR 0001962086-25-000001 filed by SP Asset Management 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 3,293 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,236,076.

    13F-HR 0001962086-24-000006 filed by SP Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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