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Disclosery

Westshore Wealth, LLC: IWB position timeline

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

Westshore Wealth, LLC held 1,699 IWB shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,699 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $695,741.

    13F-HR 0001806366-26-000004 filed by Westshore Wealth, 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 1,699 shares
    Change vs previous 13F -3,627 shares

    0.21% of the 13F portfolio, value $605,795.

    13F-HR 0001806366-26-000002 filed by Westshore Wealth, 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 5,326 shares
    Change vs previous 13F 0 shares

    0.66% of the 13F portfolio, value $1,988,941.

    13F-HR 0001806366-26-000001 filed by Westshore Wealth, 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 5,326 shares
    Change vs previous 13F -220 shares

    0.67% of the 13F portfolio, value $1,946,546.

    13F-HR 0001806366-25-000002 filed by Westshore Wealth, 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 5,546 shares
    Change vs previous 13F +1 shares

    0.72% of the 13F portfolio, value $1,883,255.

    13F-HR 0001085146-25-003688 filed by Westshore Wealth, 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 5,545 shares
    Change vs previous 13F 0 shares

    0.72% of the 13F portfolio, value $1,700,873.

    13F-HR 0001085146-25-003283 filed by Westshore Wealth, 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 5,545 shares
    Change vs previous 13F -11 shares

    0.72% of the 13F portfolio, value $1,786,377.

    13F-HR 0001085146-25-003402 filed by Westshore Wealth, 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 5,556 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $1,746,751.

    13F-HR 0001085146-24-005567 filed by Westshore Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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