Wealth Group Ltd: IWF position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wealth Group Ltd on IWF, newest first. How the timeline and the estimate are built.
Wealth Group Ltd held 1,996 IWF shares at 2026-09-30 per its 13F-HR filed 2026-10-07.
the latest 13F is the newest step
- period ended2026-09-3013F 1,996 sharesChange vs previous 13F 0 shares
0.05% of the 13F portfolio, value $253,632.
13F-HR 0002010748-26-000006 filed by Wealth Group Ltd
Accepted , ingested - period ended2026-06-3013F 1,996 sharesChange vs previous 13F +1,497 shares
0.05% of the 13F portfolio, value $247,843.
13F-HR 0002010748-26-000003 filed by Wealth Group Ltd
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 499 sharesChange vs previous 13F 0 shares
0.05% of the 13F portfolio, value $212,774.
13F-HR 0002010748-26-000002 filed by Wealth Group Ltd
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 499 sharesChange vs previous 13F +25 shares
0.05% of the 13F portfolio, value $236,177.
13F-HR 0002010748-26-000001 filed by Wealth Group Ltd
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 474 sharesChange vs previous 13F 0 shares
0.05% of the 13F portfolio, value $222,026.
13F-HR 0002010748-25-000006 filed by Wealth Group Ltd
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 474 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $201,251.
13F-HR 0002010748-25-000003 filed by Wealth Group Ltd
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).