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WestHill Financial Advisors, Inc.: IWF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WestHill Financial Advisors, Inc. on IWF, newest first. How the timeline and the estimate are built.

WestHill Financial Advisors, Inc. held 11,321 IWF shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 11,321 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $1,418,130.

    13F-HR 0002085853-26-001192 filed by WestHill Financial Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 11,321 shares
    Change vs previous 13F +8,491 shares

    0.24% of the 13F portfolio, value $1,405,790.

    13F-HR 0002085853-26-000786 filed by WestHill Financial Advisors, Inc.
    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 2,830 shares
    Change vs previous 13F -142 shares

    0.23% of the 13F portfolio, value $1,206,921.

    13F-HR 0002085853-26-000325 filed by WestHill Financial Advisors, Inc.
    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 2,972 shares
    Change vs previous 13F -28 shares

    0.27% of the 13F portfolio, value $1,406,880.

    13F-HR 0002085853-26-000059 filed by WestHill Financial Advisors, Inc.
    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 3,000 shares
    Change vs previous 13F -4 shares

    0.28% of the 13F portfolio, value $1,405,460.

    13F-HR 0002085853-25-000071 filed by WestHill Financial Advisors, Inc.
    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 3,004 shares
    Change vs previous 13F -9 shares

    0.27% of the 13F portfolio, value $1,275,647.

    13F-HR 0001667731-25-000752 filed by WestHill Financial Advisors, Inc.
    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 3,013 shares
    Change vs previous 13F -30 shares

    0.25% of the 13F portfolio, value $1,088,141.

    13F-HR 0001667731-25-000467 filed by WestHill Financial Advisors, Inc.
    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 3,043 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,222,205.

    13F-HR 0001667731-25-000194 filed by WestHill Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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