Skip to content
Disclosery

WealthBridge Capital Management, LLC: IWF position timeline

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

WealthBridge Capital Management, LLC held 23,863 IWF shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,863 shares
    Change vs previous 13F +17,967 shares

    0.59% of the 13F portfolio, value $2,963,045.

    13F-HR 0001951757-26-001059 filed by WealthBridge Capital Management, 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 5,896 shares
    Change vs previous 13F -27 shares

    0.58% of the 13F portfolio, value $2,513,851.

    13F-HR 0001951757-26-000641 filed by WealthBridge Capital Management, 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 5,923 shares
    Change vs previous 13F -101 shares

    0.64% of the 13F portfolio, value $2,803,569.

    13F-HR 0001951757-26-000253 filed by WealthBridge Capital Management, 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 6,024 shares
    Change vs previous 13F -137 shares

    0.66% of the 13F portfolio, value $2,821,873.

    13F-HR 0001951757-25-001328 filed by WealthBridge Capital Management, 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 6,161 shares
    Change vs previous 13F +20 shares

    0.66% of the 13F portfolio, value $2,615,961.

    13F-HR 0001951757-25-001065 filed by WealthBridge Capital Management, 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 6,141 shares
    Change vs previous 13F -87 shares

    0.63% of the 13F portfolio, value $2,217,530.

    13F-HR 0001951757-25-000448 filed by WealthBridge Capital Management, 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 6,228 shares
    Change vs previous 13F +106 shares

    0.69% of the 13F portfolio, value $2,501,089.

    13F-HR 0001951757-25-000173 filed by WealthBridge Capital Management, 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 6,122 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $2,298,090.

    13F-HR 0001951757-24-000986 filed by WealthBridge Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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