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St. Clair Advisors, LLC: IWB position timeline

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

St. Clair Advisors, LLC held 12,828 IWB shares at 2026-06-30 per its 13F-HR filed 2026-07-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,828 shares
    Change vs previous 13F -19,932 shares

    1.35% of the 13F portfolio, value $5,253,066.

    13F-HR 0002056292-26-000003 filed by St. Clair Advisors, 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 32,760 shares
    Change vs previous 13F +19,482 shares

    3.11% of the 13F portfolio, value $11,680,905.

    13F-HR 0002056292-26-000002 filed by St. Clair Advisors, 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 13,278 shares
    Change vs previous 13F +489 shares

    1.28% of the 13F portfolio, value $4,958,536.

    13F-HR 0002056292-26-000001 filed by St. Clair Advisors, 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 12,789 shares
    Change vs previous 13F 0 shares

    1.24% of the 13F portfolio, value $4,674,123.

    13F-HR 0002056292-25-000026 filed by St. Clair Advisors, 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 12,789 shares
    Change vs previous 13F -3,012 shares

    1.14% of the 13F portfolio, value $4,342,761.

    13F-HR 0002056292-25-000024 filed by St. Clair Advisors, 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 15,801 shares
    Change vs previous 13F +945 shares

    1.36% of the 13F portfolio, value $4,846,799.

    13F-HR 0002056292-25-000021 filed by St. Clair Advisors, 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 14,856 shares
    Change vs previous 13F +2,046 shares

    1.37% of the 13F portfolio, value $4,786,008.

    13F-HR 0002056292-25-000003 filed by St. Clair Advisors, 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 12,810 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $4,027,336.

    13F-HR 0002056292-25-000020 filed by St. Clair Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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