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TFG Advisers LLC: IWS position timeline

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

TFG Advisers LLC held 2,679 IWS 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 2,679 shares
    Change vs previous 13F +7 shares

    0.12% of the 13F portfolio, value $354,010.

    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 2,672 shares
    Change vs previous 13F +6 shares

    0.12% of the 13F portfolio, value $336,627.

    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 2,666 shares
    Change vs previous 13F -29 shares

    0.12% of the 13F portfolio, value $344,811.

    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 2,695 shares
    Change vs previous 13F -66 shares

    0.13% of the 13F portfolio, value $356,410.

    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 2,761 shares
    Change vs previous 13F -6 shares

    0.13% of the 13F portfolio, value $333,346.

    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 2,767 shares
    Change vs previous 13F -37 shares

    0.14% of the 13F portfolio, value $346,815.

    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 2,804 shares
    Change vs previous 13F +3 shares

    0.14% of the 13F portfolio, value $326,086.

    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 2,801 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $292,287.

    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).