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Disclosery

W ADVISORS, LLC: IWF position timeline

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

W ADVISORS, LLC held 48,176 IWF shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,176 shares
    Change vs previous 13F +36,132 shares

    2.72% of the 13F portfolio, value $5,982,021.

    13F-HR 0001172661-26-002980 filed by W 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 12,044 shares
    Change vs previous 13F -97 shares

    2.63% of the 13F portfolio, value $5,135,585.

    13F-HR 0001172661-26-001570 filed by W 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 12,141 shares
    Change vs previous 13F +131 shares

    2.89% of the 13F portfolio, value $5,746,361.

    13F-HR 0001172661-26-000770 filed by W 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 12,010 shares
    Change vs previous 13F 0 shares

    2.96% of the 13F portfolio, value $5,625,630.

    13F-HR 0001172661-25-004935 filed by W 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 12,010 shares
    Change vs previous 13F 0 shares

    2.92% of the 13F portfolio, value $5,099,229.

    13F-HR 0001172661-25-002933 filed by W 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 12,010 shares
    Change vs previous 13F 0 shares

    2.71% of the 13F portfolio, value $4,336,711.

    13F-HR 0001172661-25-001769 filed by W 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 12,010 shares
    Change vs previous 13F 0 shares

    2.98% of the 13F portfolio, value $4,822,998.

    13F-HR 0001172661-25-000311 filed by W 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 12,010 shares
    Change vs previous 13F not available

    2.78% of the 13F portfolio, value $4,508,335.

    13F-HR 0001172661-24-004378 filed by W ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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