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Disclosery

WNY Asset Management, LLC: IWF position timeline

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

WNY Asset Management, LLC held 8,204 IWF shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,204 shares
    Change vs previous 13F +6,036 shares

    0.09% of the 13F portfolio, value $1,018,727.

    13F-HR 0002085853-26-001032 filed by WNY Asset Management, 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 2,168 shares
    Change vs previous 13F -227 shares

    0.1% of the 13F portfolio, value $924,577.

    13F-HR 0002085853-26-000609 filed by WNY Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 2,395 shares
    Change vs previous 13F +1 shares

    0.11% of the 13F portfolio, value $1,121,859.

    13F-HR 0002085853-25-000279 filed by WNY Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 2,394 shares
    Change vs previous 13F +1 shares

    0.11% of the 13F portfolio, value $1,016,535.

    13F-HR 0001667731-25-001043 filed by WNY Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 2,393 shares
    Change vs previous 13F -12 shares

    0.1% of the 13F portfolio, value $864,213.

    13F-HR 0001667731-25-000592 filed by WNY Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 2,405 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $965,950.

    13F-HR 0001667731-25-000314 filed by WNY Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 2,405 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $902,632.

    13F-HR 0001803296-24-000004 filed by WNY Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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