Skip to content
Disclosery

Watts Gwilliam & Co., LLC: IWF position timeline

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

Watts Gwilliam & Co., LLC held 19,300 IWF shares at 2025-09-30 per its 13F-HR filed 2025-11-21.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 19,300 shares
    Change vs previous 13F -75 shares

    1.46% of the 13F portfolio, value $9,040,110.

    13F-HR 0001657733-25-000006 filed by Watts Gwilliam & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 19,375 shares
    Change vs previous 13F -1,543 shares

    1.48% of the 13F portfolio, value $8,992,492.

    13F-HR 0001657733-25-000004 filed by Watts Gwilliam & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 20,918 shares
    Change vs previous 13F -656 shares

    1.64% of the 13F portfolio, value $7,553,195.

    13F-HR 0001657733-25-000002 filed by Watts Gwilliam & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 21,574 shares
    Change vs previous 13F -127 shares

    1.84% of the 13F portfolio, value $8,711,207.

    13F-HR 0001657733-25-000001 filed by Watts Gwilliam & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 21,701 shares
    Change vs previous 13F -2,127 shares

    1.78% of the 13F portfolio, value $8,174,761.

    13F-HR 0001657733-24-000005 filed by Watts Gwilliam & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 23,828 shares
    Change vs previous 13F not available

    2.49% of the 13F portfolio, value $8,067,410.

    13F-HR 0001657733-24-000002 filed by Watts Gwilliam & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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