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Disclosery

Wedmont Private Capital: IWF position timeline

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

Wedmont Private Capital held 13,591 IWF 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 13,591 shares
    Change vs previous 13F +2,376 shares

    0.04% of the 13F portfolio, value $1,727,538.

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

  2. period ended2026-06-30
    13F 11,215 shares
    Change vs previous 13F +8,472 shares

    0.04% of the 13F portfolio, value $1,390,105.

    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 2,743 shares
    Change vs previous 13F -33 shares

    0.04% of the 13F portfolio, value $1,215,533.

    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 2,776 shares
    Change vs previous 13F +158 shares

    0.05% of the 13F portfolio, value $1,324,090.

    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 2,618 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $1,231,281.

    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 2,618 shares
    Change vs previous 13F +13 shares

    0.05% of the 13F portfolio, value $1,122,465.

    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 2,605 shares
    Change vs previous 13F -23 shares

    0.05% of the 13F portfolio, value $911,688.

    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 2,628 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,046,238.

    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).