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Disclosery

TFG Advisers LLC: IWO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TFG Advisers LLC on IWO, newest first. How the timeline and the estimate are built.

TFG Advisers LLC held 876 IWO shares at 2025-06-30 per its 13F-HR filed 2025-07-21.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 876 shares
    Change vs previous 13F -39 shares

    0.09% of the 13F portfolio, value $250,284.

    13F-HR 0001172661-25-002655 filed by TFG Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 915 shares
    Change vs previous 13F -22 shares

    0.08% of the 13F portfolio, value $233,798.

    13F-HR 0001172661-25-002152 filed by TFG Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 937 shares
    Change vs previous 13F +2 shares

    0.1% of the 13F portfolio, value $269,740.

    13F-HR 0001172661-25-000380 filed by TFG Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 935 shares
    Change vs previous 13F +1 shares

    0.1% of the 13F portfolio, value $265,617.

    13F-HR 0001172661-24-004324 filed by TFG Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 934 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $245,317.

    13F-HR 0001172661-24-002908 filed by TFG Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 934 shares
    Change vs previous 13F -40 shares

    0.1% of the 13F portfolio, value $252,873.

    13F-HR 0001172661-24-002012 filed by TFG Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 974 shares
    Change vs previous 13F +3 shares

    0.1% of the 13F portfolio, value $245,683.

    13F-HR 0001172661-24-000780 filed by TFG Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 971 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $217,638.

    13F-HR 0001172661-23-003461 filed by TFG Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

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