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Disclosery

TFO Wealth Partners, LLC: IWB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TFO Wealth Partners, LLC on IWB, newest first. How the timeline and the estimate are built.

TFO Wealth Partners, LLC held 90,216 IWB shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 90,216 shares
    Change vs previous 13F -454 shares

    4.02% of the 13F portfolio, value $36,943,259.

    13F-HR 0001698750-26-000003 filed by TFO Wealth Partners, LLC
    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 90,670 shares
    Change vs previous 13F -264 shares

    4.4% of the 13F portfolio, value $32,329,127.

    13F-HR 0001698750-26-000002 filed by TFO Wealth Partners, LLC
    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 90,934 shares
    Change vs previous 13F -93 shares

    5.08% of the 13F portfolio, value $33,958,217.

    13F-HR 0001698750-26-000001 filed by TFO Wealth Partners, LLC
    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 91,027 shares
    Change vs previous 13F 0 shares

    5.42% of the 13F portfolio, value $33,268,375.

    13F-HR 0001698750-25-000005 filed by TFO Wealth Partners, LLC
    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 91,027 shares
    Change vs previous 13F +431 shares

    5.44% of the 13F portfolio, value $30,909,878.

    13F-HR 0001085146-25-004675 filed by TFO Wealth Partners, LLC
    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 90,596 shares
    Change vs previous 13F +90,596 shares

    5.51% of the 13F portfolio, value $27,789,272.

    13F-HR 0001085146-25-002752 filed by TFO Wealth Partners, LLC
    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 0 shares
    Change vs previous 13F -90,883 shares

    13F-HR 0001085146-25-000909 filed by TFO Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  8. period ended2024-09-30
    13F 90,883 shares
    Change vs previous 13F not available

    5.36% of the 13F portfolio, value $28,572,626.

    13F-HR 0001085146-24-005508 filed by TFO Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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