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VestGen Advisors, LLC: IWF position timeline

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

VestGen Advisors, LLC held 303,488 IWF shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 303,488 shares
    Change vs previous 13F +6,799 shares

    1.11% of the 13F portfolio, value $37,684,051.

    13F-HR 0002050130-26-000005 filed by VestGen 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 296,689 shares
    Change vs previous 13F +224,604 shares

    1.03% of the 13F portfolio, value $36,596,631.

    13F-HR 0002050130-26-000004 filed by VestGen 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 72,085 shares
    Change vs previous 13F +736 shares

    1.45% of the 13F portfolio, value $34,117,951.

    13F-HR 0002050130-26-000001 filed by VestGen 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 71,349 shares
    Change vs previous 13F +1,982 shares

    1.11% of the 13F portfolio, value $33,420,436.

    13F-HR 0002050130-25-000006 filed by VestGen 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 69,367 shares
    Change vs previous 13F +1,603 shares

    1.17% of the 13F portfolio, value $29,466,175.

    13F-HR 0002050130-25-000005 filed by VestGen 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 67,764 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $24,468,903.

    13F-HR 0002050130-25-000003 filed by VestGen Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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