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True Link Financial Advisors, LLC: IWF position timeline

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

True Link Financial Advisors, LLC held 37,424 IWF shares at 2026-06-30 per its 13F-HR/A filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 37,424 shares
    Change vs previous 13F +27,686 shares

    0.27% of the 13F portfolio, value $4,646,938.

    13F-HR/A 0001846236-26-000006 filed by True Link 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/A 9,738 shares
    Change vs previous 13F -841 shares

    0.26% of the 13F portfolio, value $4,152,283.

    13F-HR/A 0001846236-26-000003 filed by True Link 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 10,579 shares
    Change vs previous 13F -154 shares

    0.3% of the 13F portfolio, value $5,007,041.

    13F-HR 0001846236-26-000001 filed by True Link 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 10,733 shares
    Change vs previous 13F -575 shares

    0.32% of the 13F portfolio, value $5,027,445.

    13F-HR 0001846236-25-000009 filed by True Link 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 11,308 shares
    Change vs previous 13F 0 shares

    0.33% of the 13F portfolio, value $4,801,151.

    13F-HR 0001846236-25-000006 filed by True Link 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 11,308 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $4,083,206.

    13F-HR 0001846236-25-000002 filed by True Link Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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