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TITLEIST ASSET MANAGEMENT, LLC: IWB position timeline

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

TITLEIST ASSET MANAGEMENT, LLC held 689 IWB shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 689 shares
    Change vs previous 13F +1 shares

    0.02% of the 13F portfolio, value $286,614.

    13F-HR 0001104659-26-114574 filed by TITLEIST ASSET MANAGEMENT, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 688 shares
    Change vs previous 13F -12 shares

    0.02% of the 13F portfolio, value $281,797.

    13F-HR 0001104659-26-084993 filed by TITLEIST ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 700 shares
    Change vs previous 13F -39 shares

    0.02% of the 13F portfolio, value $249,460.

    13F-HR 0001104659-26-052537 filed by TITLEIST ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 739 shares
    Change vs previous 13F +150 shares

    0.02% of the 13F portfolio, value $275,981.

    13F-HR 0001104659-26-014097 filed by TITLEIST ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 589 shares
    Change vs previous 13F -1 shares

    0.02% of the 13F portfolio, value $215,361.

    13F-HR 0001104659-25-106756 filed by TITLEIST ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 590 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $200,191.

    13F-HR 0001104659-25-076739 filed by TITLEIST ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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