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Disclosery

Towerpoint Wealth, LLC: IWF position timeline

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

Towerpoint Wealth, LLC held 32,264 IWF shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,264 shares
    Change vs previous 13F +23,605 shares

    1.39% of the 13F portfolio, value $4,006,268.

    13F-HR 0001731445-26-000004 filed by Towerpoint Wealth, 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 8,659 shares
    Change vs previous 13F -88 shares

    1.49% of the 13F portfolio, value $3,692,094.

    13F-HR 0001731445-26-000002 filed by Towerpoint Wealth, 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 8,747 shares
    Change vs previous 13F +176 shares

    1.64% of the 13F portfolio, value $4,140,101.

    13F-HR 0001731445-26-000001 filed by Towerpoint Wealth, 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 8,571 shares
    Change vs previous 13F -442 shares

    1.64% of the 13F portfolio, value $4,014,625.

    13F-HR 0001085146-25-005830 filed by Towerpoint Wealth, 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 9,013 shares
    Change vs previous 13F -108 shares

    1.7% of the 13F portfolio, value $3,826,825.

    13F-HR 0001085146-25-003692 filed by Towerpoint Wealth, 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 9,121 shares
    Change vs previous 13F -543 shares

    1.63% of the 13F portfolio, value $3,293,362.

    13F-HR 0001085146-25-001961 filed by Towerpoint Wealth, 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 9,664 shares
    Change vs previous 13F +377 shares

    1.9% of the 13F portfolio, value $3,881,010.

    13F-HR 0001085146-25-000191 filed by Towerpoint Wealth, 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 9,287 shares
    Change vs previous 13F not available

    1.65% of the 13F portfolio, value $3,486,235.

    13F-HR 0001085146-24-004735 filed by Towerpoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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