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Disclosery

Wedmont Private Capital: IWB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wedmont Private Capital on IWB, newest first. How the timeline and the estimate are built.

Wedmont Private Capital held 4,711 IWB shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,711 shares
    Change vs previous 13F +3 shares

    0.05% of the 13F portfolio, value $1,990,467.

    13F-HR 0001904274-26-000006 filed by Wedmont Private Capital
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,708 shares
    Change vs previous 13F +672 shares

    0.05% of the 13F portfolio, value $1,944,781.

    13F-HR 0001904274-26-000005 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 4,036 shares
    Change vs previous 13F -444 shares

    0.05% of the 13F portfolio, value $1,496,216.

    13F-HR 0001904274-26-000004 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 4,480 shares
    Change vs previous 13F -354 shares

    0.06% of the 13F portfolio, value $1,694,394.

    13F-HR 0001904274-26-000002 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 4,834 shares
    Change vs previous 13F +6 shares

    0.07% of the 13F portfolio, value $1,775,143.

    13F-HR 0001904274-25-000007 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 4,828 shares
    Change vs previous 13F +444 shares

    0.07% of the 13F portfolio, value $1,656,787.

    13F-HR 0001904274-25-000005 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 4,384 shares
    Change vs previous 13F -3,728 shares

    0.07% of the 13F portfolio, value $1,281,916.

    13F-HR 0001904274-25-000004 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 8,112 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $2,591,889.

    13F-HR 0001904274-25-000001 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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