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VAUGHAN & Co SECURITIES, INC.: IWF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of VAUGHAN & Co SECURITIES, INC. on IWF, newest first. How the timeline and the estimate are built.

VAUGHAN & Co SECURITIES, INC. held 212,725 IWF shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 212,725 shares
    Change vs previous 13F +159,242 shares

    12.32% of the 13F portfolio, value $26,414,119.

    13F-HR 0002085853-26-000924 filed by VAUGHAN & Co SECURITIES, INC.
    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 53,483 shares
    Change vs previous 13F +729 shares

    11.92% of the 13F portfolio, value $22,805,163.

    13F-HR 0002085853-26-000501 filed by VAUGHAN & Co SECURITIES, INC.
    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 52,754 shares
    Change vs previous 13F -53 shares

    12.91% of the 13F portfolio, value $24,968,272.

    13F-HR 0002085853-26-000116 filed by VAUGHAN & Co SECURITIES, INC.
    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 52,807 shares
    Change vs previous 13F -369 shares

    13.14% of the 13F portfolio, value $24,735,142.

    13F-HR 0002085853-25-000111 filed by VAUGHAN & Co SECURITIES, INC.
    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 53,176 shares
    Change vs previous 13F +1,164 shares

    12.95% of the 13F portfolio, value $22,577,336.

    13F-HR 0001667731-25-000917 filed by VAUGHAN & Co SECURITIES, INC.
    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 52,012 shares
    Change vs previous 13F +1,129 shares

    11.63% of the 13F portfolio, value $18,781,024.

    13F-HR 0001667731-25-000549 filed by VAUGHAN & Co SECURITIES, INC.
    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 50,883 shares
    Change vs previous 13F -2,498 shares

    12.32% of the 13F portfolio, value $20,433,588.

    13F-HR 0001667731-25-000136 filed by VAUGHAN & Co SECURITIES, INC.
    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 53,381 shares
    Change vs previous 13F not available

    11.8% of the 13F portfolio, value $20,037,981.

    13F-HR 0000805870-24-000004 filed by VAUGHAN & Co SECURITIES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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