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Disclosery

Sunbelt Securities, Inc.: IWF position timeline

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

Sunbelt Securities, Inc. held 2,607 IWF shares at 2026-03-31 per its 13F-HR filed 2026-05-18.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 2,607 shares
    Change vs previous 13F +210 shares

    0.07% of the 13F portfolio, value $1,111,572.

    13F-HR 0001062993-26-002743 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 2,397 shares
    Change vs previous 13F -1,019 shares

    0.08% of the 13F portfolio, value $1,134,298.

    13F-HR 0001062993-26-001089 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 3,416 shares
    Change vs previous 13F +1,142 shares

    0.11% of the 13F portfolio, value $1,599,868.

    13F-HR 0001062993-25-016949 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 2,274 shares
    Change vs previous 13F -409 shares

    0.08% of the 13F portfolio, value $913,269.

    13F-HR 0001062993-25-014406 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 2,683 shares
    Change vs previous 13F +409 shares

    0.09% of the 13F portfolio, value $968,625.

    13F-HR 0001062993-25-007885 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 2,274 shares
    Change vs previous 13F -310 shares

    0.08% of the 13F portfolio, value $921,501.

    13F-HR 0001062993-25-002659 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 2,584 shares
    Change vs previous 13F +109 shares

    0.1% of the 13F portfolio, value $969,967.

    13F-HR 0001062993-24-019240 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 2,475 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $902,301.

    13F-HR 0001062993-24-015215 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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