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Wolff Financial Management LLC: IWP position timeline

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

Wolff Financial Management LLC held 2,313 IWP shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,313 shares
    Change vs previous 13F -765 shares

    0.07% of the 13F portfolio, value $338,657.

    13F-HR 0001767940-26-000004 filed by Wolff Financial 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 3,078 shares
    Change vs previous 13F +9 shares

    0.09% of the 13F portfolio, value $394,311.

    13F-HR 0001767940-26-000003 filed by Wolff Financial 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 ended2025-12-31
    13F 3,069 shares
    Change vs previous 13F -72 shares

    0.09% of the 13F portfolio, value $420,321.

    13F-HR 0001767940-26-000001 filed by Wolff Financial 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 ended2025-09-30
    13F 3,141 shares
    Change vs previous 13F +24 shares

    0.1% of the 13F portfolio, value $447,292.

    13F-HR 0001767940-25-000006 filed by Wolff Financial 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 ended2025-06-30
    13F 3,117 shares
    Change vs previous 13F +3 shares

    0.11% of the 13F portfolio, value $432,000.

    13F-HR 0001767940-25-000004 filed by Wolff Financial 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 ended2025-03-31
    13F 3,114 shares
    Change vs previous 13F -54 shares

    0.1% of the 13F portfolio, value $366,000.

    13F-HR 0001767940-25-000003 filed by Wolff Financial 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 ended2024-12-31
    13F 3,168 shares
    Change vs previous 13F +3 shares

    0.11% of the 13F portfolio, value $402,000.

    13F-HR 0001767940-25-000001 filed by Wolff Financial Management 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 3,165 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $371,000.

    13F-HR 0001767940-24-000005 filed by Wolff Financial Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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