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Wealth Analytics Partners, LLC: IWF position timeline

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

Wealth Analytics Partners, LLC held 19,522 IWF shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,522 shares
    Change vs previous 13F +14,573 shares

    0.87% of the 13F portfolio, value $2,405,696.

    13F-HR 0001214659-26-008619 filed by Wealth Analytics 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 4,949 shares
    Change vs previous 13F -132 shares

    0.86% of the 13F portfolio, value $2,110,248.

    13F-HR 0001214659-26-006383 filed by Wealth Analytics 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 5,081 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $2,404,824.

    13F-HR 0001214659-26-001893 filed by Wealth Analytics Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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