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TWIN FOCUS CAPITAL PARTNERS, LLC: IWB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TWIN FOCUS CAPITAL PARTNERS, LLC on IWB, newest first. How the timeline and the estimate are built.

TWIN FOCUS CAPITAL PARTNERS, LLC held 41,161 IWB shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,161 shares
    Change vs previous 13F 0 shares

    1.72% of the 13F portfolio, value $16,855,430.

    13F-HR 0001172661-26-002872 filed by TWIN FOCUS CAPITAL PARTNERS, 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 41,161 shares
    Change vs previous 13F 0 shares

    1.69% of the 13F portfolio, value $14,676,366.

    13F-HR 0001172661-26-001948 filed by TWIN FOCUS CAPITAL PARTNERS, 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 41,161 shares
    Change vs previous 13F +289 shares

    1.77% of the 13F portfolio, value $15,371,164.

    13F-HR 0001172661-26-000934 filed by TWIN FOCUS CAPITAL PARTNERS, 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 40,872 shares
    Change vs previous 13F -300 shares

    1.9% of the 13F portfolio, value $14,937,899.

    13F-HR 0001172661-25-004731 filed by TWIN FOCUS CAPITAL PARTNERS, 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 41,172 shares
    Change vs previous 13F -12,621 shares

    1.96% of the 13F portfolio, value $13,980,776.

    13F-HR 0001172661-25-003058 filed by TWIN FOCUS CAPITAL PARTNERS, 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 53,793 shares
    Change vs previous 13F +509 shares

    2.56% of the 13F portfolio, value $16,500,465.

    13F-HR 0001172661-25-001761 filed by TWIN FOCUS CAPITAL PARTNERS, 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 53,284 shares
    Change vs previous 13F -640 shares

    2.54% of the 13F portfolio, value $17,165,973.

    13F-HR 0001172661-25-000846 filed by TWIN FOCUS CAPITAL PARTNERS, 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 53,924 shares
    Change vs previous 13F not available

    2.67% of the 13F portfolio, value $16,953,166.

    13F-HR 0001172661-24-004988 filed by TWIN FOCUS CAPITAL PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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