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Topel & Distasi Wealth Management, LLC: IWF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Topel & Distasi Wealth Management, LLC on IWF, newest first. How the timeline and the estimate are built.

Topel & Distasi Wealth Management, LLC held 45,130 IWF shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,130 shares
    Change vs previous 13F +33,678 shares

    2.7% of the 13F portfolio, value $5,603,792.

    13F-HR 0001880087-26-000004 filed by Topel & Distasi Wealth Management, 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 11,452 shares
    Change vs previous 13F +160 shares

    2.52% of the 13F portfolio, value $4,883,133.

    13F-HR 0001880087-26-000003 filed by Topel & Distasi Wealth 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 ended2025-12-31
    13F 11,292 shares
    Change vs previous 13F -873 shares

    2.61% of the 13F portfolio, value $5,344,504.

    13F-HR 0001880087-26-000002 filed by Topel & Distasi Wealth 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 ended2025-09-30
    13F 12,165 shares
    Change vs previous 13F -279 shares

    2.81% of the 13F portfolio, value $5,698,208.

    13F-HR 0001880087-25-000007 filed by Topel & Distasi Wealth 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 ended2025-06-30
    13F 12,444 shares
    Change vs previous 13F -9,466 shares

    2.77% of the 13F portfolio, value $5,283,474.

    13F-HR 0001880087-25-000004 filed by Topel & Distasi Wealth 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 ended2025-03-31
    13F 21,910 shares
    Change vs previous 13F -2,622 shares

    3.69% of the 13F portfolio, value $7,911,482.

    13F-HR 0001880087-25-000003 filed by Topel & Distasi Wealth Management, 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 24,532 shares
    Change vs previous 13F -3,653 shares

    4.22% of the 13F portfolio, value $9,851,561.

    13F-HR 0001880087-25-000002 filed by Topel & Distasi Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 28,185 shares
    Change vs previous 13F not available

    4.39% of the 13F portfolio, value $10,580,085.

    13F-HR 0001880087-24-000001 filed by Topel & Distasi Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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