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Lebenthal Global Advisors, LLC: IWF position timeline

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

Lebenthal Global Advisors, LLC held 83,858 IWF shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 83,858 shares
    Change vs previous 13F +38,474 shares

    1.4% of the 13F portfolio, value $10,412,589.

    13F-HR 0001172661-26-002954 filed by Lebenthal Global Advisors, 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 45,384 shares
    Change vs previous 13F +5,079 shares

    2.81% of the 13F portfolio, value $19,351,664.

    13F-HR 0001172661-26-001968 filed by Lebenthal Global Advisors, 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 40,305 shares
    Change vs previous 13F +13,355 shares

    2.94% of the 13F portfolio, value $19,076,382.

    13F-HR 0001172661-26-000362 filed by Lebenthal Global Advisors, 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 26,950 shares
    Change vs previous 13F +463 shares

    2.21% of the 13F portfolio, value $12,623,816.

    13F-HR 0001172661-25-004569 filed by Lebenthal Global Advisors, 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 26,487 shares
    Change vs previous 13F -5,773 shares

    2.1% of the 13F portfolio, value $11,245,977.

    13F-HR 0001172661-25-003363 filed by Lebenthal Global Advisors, 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 32,260 shares
    Change vs previous 13F +19,091 shares

    2.18% of the 13F portfolio, value $11,648,650.

    13F-HR 0001172661-25-001918 filed by Lebenthal Global Advisors, 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 13,169 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $5,288,407.

    13F-HR 0001172661-25-000303 filed by Lebenthal Global Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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