Thrive Wealth Management, LLC: IWB position timeline

Thrive Wealth Management, LLC held 775 IWB shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 775 shares

   Change vs previous 13F +100 shares

   0.04% of the 13F portfolio, value $317,363.

   13F-HR 0001847610-26-000005 filed by Thrive Wealth Management, LLC
   Filed 2026-07-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 675 shares

   Change vs previous 13F -222 shares

   0.04% of the 13F portfolio, value $240,678.

   13F-HR 0001847610-26-000003 filed by Thrive Wealth Management, LLC
   Filed 2026-04-09 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 897 shares

   Change vs previous 13F -289 shares

   0.05% of the 13F portfolio, value $334,976.

   13F-HR 0001847610-26-000001 filed by Thrive Wealth Management, LLC
   Filed 2026-01-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 1,186 shares

   Change vs previous 13F +310 shares

   0.07% of the 13F portfolio, value $433,459.

   13F-HR 0001085146-25-005816 filed by Thrive Wealth Management, LLC
   Filed 2025-10-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 876 shares

   Change vs previous 13F -143 shares

   0.05% of the 13F portfolio, value $297,463.

   13F-HR 0001085146-25-003624 filed by Thrive Wealth Management, LLC
   Filed 2025-07-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 1,019 shares

   Change vs previous 13F -1,105 shares

   0.06% of the 13F portfolio, value $312,568.

   13F-HR 0001085146-25-002014 filed by Thrive Wealth Management, LLC
   Filed 2025-04-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 2,124 shares

   Change vs previous 13F +920 shares

   0.12% of the 13F portfolio, value $684,268.

   13F-HR 0001085146-25-000262 filed by Thrive Wealth Management, LLC
   Filed 2025-01-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 1,204 shares

   Change vs previous 13F not available

   0.07% of the 13F portfolio, value $378,526.

   13F-HR 0001085146-24-004646 filed by Thrive Wealth Management, LLC
   Filed 2024-10-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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