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TICINO WEALTH: IWO position timeline

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

TICINO WEALTH held 8,887 IWO shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,887 shares
    Change vs previous 13F +1,296 shares

    1.1% of the 13F portfolio, value $3,501,122.

    13F-HR 0002105416-26-000004 filed by TICINO WEALTH
    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 7,591 shares
    Change vs previous 13F -832 shares

    0.98% of the 13F portfolio, value $2,815,258.

    13F-HR 0002105416-26-000002 filed by TICINO WEALTH
    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 8,423 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $2,720,713.

    13F-HR 0002105416-26-000001 filed by TICINO WEALTH
    Filed (acceptance time not in the bulk data set), ingested

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