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Tassel Capital Management, Inc.: IWF position timeline

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

Tassel Capital Management, Inc. held 20,162 IWF shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,162 shares
    Change vs previous 13F +15,121 shares

    1.17% of the 13F portfolio, value $2,503,546.

    13F-HR 0001951757-26-001179 filed by Tassel Capital Management, Inc.
    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 5,041 shares
    Change vs previous 13F -1 shares

    1.17% of the 13F portfolio, value $2,149,296.

    13F-HR 0001951757-26-000684 filed by Tassel Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 5,042 shares
    Change vs previous 13F 0 shares

    1.44% of the 13F portfolio, value $2,386,171.

    13F-HR 0001951757-26-000460 filed by Tassel Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 5,042 shares
    Change vs previous 13F -5 shares

    1.51% of the 13F portfolio, value $2,361,518.

    13F-HR 0001951757-25-001198 filed by Tassel Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 5,047 shares
    Change vs previous 13F +484 shares

    1.65% of the 13F portfolio, value $2,142,889.

    13F-HR 0001951757-25-000873 filed by Tassel Capital Management, Inc.
    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 4,563 shares
    Change vs previous 13F +467 shares

    1.44% of the 13F portfolio, value $1,647,799.

    13F-HR 0001951757-25-000412 filed by Tassel Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 4,096 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $1,644,892.

    13F-HR 0001951757-25-000208 filed by Tassel Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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