Skip to content
Disclosery

Advisory Resource Group: IWP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisory Resource Group on IWP, newest first. How the timeline and the estimate are built.

Advisory Resource Group held 34,254 IWP shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,254 shares
    Change vs previous 13F +31,095 shares

    0.75% of the 13F portfolio, value $5,015,168.

    13F-HR 0001172661-26-002609 filed by Advisory Resource Group
    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 3,159 shares
    Change vs previous 13F -85 shares

    0.07% of the 13F portfolio, value $404,689.

    13F-HR 0001172661-26-002019 filed by Advisory Resource Group
    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 3,244 shares
    Change vs previous 13F +158 shares

    0.08% of the 13F portfolio, value $444,284.

    13F-HR 0001172661-26-000637 filed by Advisory Resource Group
    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 3,086 shares
    Change vs previous 13F -67 shares

    0.08% of the 13F portfolio, value $439,429.

    13F-HR 0001172661-25-004375 filed by Advisory Resource Group
    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 3,153 shares
    Change vs previous 13F -40 shares

    0.08% of the 13F portfolio, value $437,325.

    13F-HR 0001172661-25-002969 filed by Advisory Resource Group
    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 3,193 shares
    Change vs previous 13F +388 shares

    0.08% of the 13F portfolio, value $375,189.

    13F-HR 0001172661-25-001522 filed by Advisory Resource Group
    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 2,805 shares
    Change vs previous 13F +51 shares

    0.08% of the 13F portfolio, value $355,500.

    13F-HR 0001764968-25-000001 filed by Advisory Resource Group
    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 2,754 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $323,031.

    13F-HR 0001764968-24-000004 filed by Advisory Resource Group
    Filed (acceptance time not in the bulk data set), ingested

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