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White Lighthouse Investment Management Inc.: IWF position timeline

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

White Lighthouse Investment Management Inc. held 87,289 IWF shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 87,289 shares
    Change vs previous 13F +64,805 shares

    1.35% of the 13F portfolio, value $10,838,735.

    13F-HR 0001727593-26-000007 filed by White Lighthouse Investment Management Inc.
    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 22,484 shares
    Change vs previous 13F -171 shares

    1.33% of the 13F portfolio, value $9,587,096.

    13F-HR 0001727593-26-000006 filed by White Lighthouse Investment Management Inc.
    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 22,655 shares
    Change vs previous 13F -400 shares

    1.5% of the 13F portfolio, value $10,722,419.

    13F-HR 0001727593-26-000005 filed by White Lighthouse Investment Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 23,055 shares
    Change vs previous 13F -1,450 shares

    1.65% of the 13F portfolio, value $10,799,389.

    13F-HR 0001727593-25-000002 filed by White Lighthouse Investment Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 24,505 shares
    Change vs previous 13F +1,160 shares

    1.69% of the 13F portfolio, value $10,404,477.

    13F-HR 0001085146-25-004334 filed by White Lighthouse Investment Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 23,345 shares
    Change vs previous 13F -1,739 shares

    1.51% of the 13F portfolio, value $8,429,714.

    13F-HR 0001085146-25-002958 filed by White Lighthouse Investment Management Inc.
    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 25,084 shares
    Change vs previous 13F -1,175 shares

    1.77% of the 13F portfolio, value $10,073,196.

    13F-HR 0001085146-25-000747 filed by White Lighthouse Investment Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 26,259 shares
    Change vs previous 13F not available

    1.77% of the 13F portfolio, value $9,856,975.

    13F-HR 0001085146-24-005238 filed by White Lighthouse Investment Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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