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TPG Financial Advisors, LLC: IWF position timeline

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

TPG Financial Advisors, LLC held 67,215 IWF shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 67,215 shares
    Change vs previous 13F +50,624 shares

    2.49% of the 13F portfolio, value $8,346,133.

    13F-HR 0001706669-26-000008 filed by TPG Financial Advisors, 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 16,591 shares
    Change vs previous 13F +4,296 shares

    2.3% of the 13F portfolio, value $7,074,562.

    13F-HR 0001706669-26-000006 filed by TPG Financial Advisors, 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 12,295 shares
    Change vs previous 13F -5,689 shares

    1.94% of the 13F portfolio, value $5,819,401.

    13F-HR 0001706669-26-000003 filed by TPG Financial Advisors, 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 17,984 shares
    Change vs previous 13F -46 shares

    3.14% of the 13F portfolio, value $8,424,061.

    13F-HR 0001706669-25-000009 filed by TPG Financial Advisors, 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 18,030 shares
    Change vs previous 13F -4,288 shares

    3.06% of the 13F portfolio, value $7,655,337.

    13F-HR 0001706669-25-000007 filed by TPG Financial Advisors, 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 22,318 shares
    Change vs previous 13F +7,979 shares

    3.56% of the 13F portfolio, value $8,058,942.

    13F-HR 0001706669-25-000004 filed by TPG Financial Advisors, 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 14,339 shares
    Change vs previous 13F -194 shares

    2.51% of the 13F portfolio, value $5,758,406.

    13F-HR 0001706669-25-000001 filed by TPG Financial Advisors, 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 14,533 shares
    Change vs previous 13F not available

    2.46% of the 13F portfolio, value $5,455,538.

    13F-HR 0001706669-24-000004 filed by TPG Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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