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Disclosery

Wolf Group Capital Advisors: IWB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wolf Group Capital Advisors on IWB, newest first. How the timeline and the estimate are built.

Wolf Group Capital Advisors held 2,631 IWB shares at 2025-03-31 per its 13F-HR filed 2025-04-18.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 2,631 shares
    Change vs previous 13F -1,409 shares

    0.27% of the 13F portfolio, value $807,033.

    13F-HR 0001085146-25-002200 filed by Wolf Group Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 4,040 shares
    Change vs previous 13F 0 shares

    0.48% of the 13F portfolio, value $984,896.

    13F-HR 0001085146-25-001736 filed by Wolf Group Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 4,040 shares
    Change vs previous 13F +1,100 shares

    0.47% of the 13F portfolio, value $984,896.

    13F-HR 0001085146-24-005292 filed by Wolf Group Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 2,940 shares
    Change vs previous 13F -1,100 shares

    0.34% of the 13F portfolio, value $874,768.

    13F-HR 0001085146-24-003361 filed by Wolf Group Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 4,040 shares
    Change vs previous 13F 0 shares

    0.47% of the 13F portfolio, value $984,896.

    13F-HR 0001085146-24-002041 filed by Wolf Group Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 4,040 shares
    Change vs previous 13F +183 shares

    0.47% of the 13F portfolio, value $984,896.

    13F-HR 0001085146-24-000390 filed by Wolf Group Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 3,857 shares
    Change vs previous 13F -219 shares

    0.43% of the 13F portfolio, value $906,227.

    13F-HR 0001085146-23-004003 filed by Wolf Group Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 4,076 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $942,881.

    13F-HR 0001085146-23-002975 filed by Wolf Group Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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