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Disclosery

Westshore Wealth, LLC: IWF position timeline

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

Westshore Wealth, LLC held 158,086 IWF 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 158,086 shares
    Change vs previous 13F +118,216 shares

    6.09% of the 13F portfolio, value $19,629,542.

    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 39,870 shares
    Change vs previous 13F -2,397 shares

    5.96% of the 13F portfolio, value $17,000,670.

    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 42,267 shares
    Change vs previous 13F -1,805 shares

    6.62% of the 13F portfolio, value $20,004,828.

    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 44,072 shares
    Change vs previous 13F -824 shares

    7.05% of the 13F portfolio, value $20,643,928.

    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 44,896 shares
    Change vs previous 13F -726 shares

    7.31% of the 13F portfolio, value $19,061,974.

    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 45,622 shares
    Change vs previous 13F -1,145 shares

    6.97% of the 13F portfolio, value $16,473,545.

    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 46,767 shares
    Change vs previous 13F -70 shares

    7.61% of the 13F portfolio, value $18,780,717.

    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 46,837 shares
    Change vs previous 13F not available

    7.19% of the 13F portfolio, value $17,581,861.

    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).