TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV: IWF position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV on IWF, newest first. How the timeline and the estimate are built.
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV held 13,925 IWF shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 13,925 sharesChange vs previous 13F +10,429 shares
0.55% of the 13F portfolio, value $1,729,102.
13F-HR 0001398344-26-012662 filed by TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,496 sharesChange vs previous 13F +183 shares
0.54% of the 13F portfolio, value $1,490,821.
13F-HR 0001398344-26-008550 filed by TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,313 sharesChange vs previous 13F -47 shares
0.55% of the 13F portfolio, value $1,567,823.
13F-HR 0001398344-26-000978 filed by TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,360 sharesChange vs previous 13F -408 shares
0.56% of the 13F portfolio, value $1,573,948.
13F-HR 0001398344-25-019223 filed by TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,768 sharesChange vs previous 13F -317 shares
0.58% of the 13F portfolio, value $1,599,767.
13F-HR 0001398344-25-013210 filed by TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,085 sharesChange vs previous 13F -320 shares
0.57% of the 13F portfolio, value $1,475,099.
13F-HR 0001398344-25-007366 filed by TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 4,405 sharesChange vs previous 13F -106 shares
0.65% of the 13F portfolio, value $1,768,809.
13F-HR 0001398344-25-002084 filed by TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 4,511 sharesChange vs previous 13F not available
0.63% of the 13F portfolio, value $1,693,511.
13F-HR 0001398344-24-019092 filed by TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).