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Disclosery

Syverson Strege & Co: IWB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Syverson Strege & Co on IWB, newest first. How the timeline and the estimate are built.

Syverson Strege & Co held 2,529 IWB shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,529 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $1,035,626.

    13F-HR 0001682057-26-000003 filed by Syverson Strege & Co
    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 2,529 shares
    Change vs previous 13F +3 shares

    0.22% of the 13F portfolio, value $901,740.

    13F-HR 0001682057-26-000002 filed by Syverson Strege & Co
    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 2,526 shares
    Change vs previous 13F -956 shares

    0.22% of the 13F portfolio, value $943,309.

    13F-HR 0001682057-26-000001 filed by Syverson Strege & Co
    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 3,482 shares
    Change vs previous 13F -282 shares

    0.3% of the 13F portfolio, value $1,272,632.

    13F-HR 0001682057-25-000007 filed by Syverson Strege & Co
    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 3,764 shares
    Change vs previous 13F +6 shares

    0.3% of the 13F portfolio, value $1,277,980.

    13F-HR 0001682057-25-000004 filed by Syverson Strege & Co
    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 3,758 shares
    Change vs previous 13F +1 shares

    0.37% of the 13F portfolio, value $1,152,674.

    13F-HR 0001682057-25-000003 filed by Syverson Strege & Co
    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 3,757 shares
    Change vs previous 13F +3 shares

    0.4% of the 13F portfolio, value $1,210,382.

    13F-HR 0001682057-25-000001 filed by Syverson Strege & Co
    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 3,754 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $1,180,251.

    13F-HR 0001682057-24-000008 filed by Syverson Strege & Co
    Filed (acceptance time not in the bulk data set), ingested

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