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Advisory Resource Group: IWR position timeline

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

Advisory Resource Group held 38,299 IWR 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 38,299 shares
    Change vs previous 13F +31,646 shares

    0.64% of the 13F portfolio, value $4,225,136.

    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 6,653 shares
    Change vs previous 13F -60 shares

    0.11% of the 13F portfolio, value $646,899.

    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 6,713 shares
    Change vs previous 13F +244 shares

    0.11% of the 13F portfolio, value $646,221.

    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 6,469 shares
    Change vs previous 13F +14 shares

    0.11% of the 13F portfolio, value $624,600.

    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 6,455 shares
    Change vs previous 13F -126 shares

    0.11% of the 13F portfolio, value $593,661.

    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 6,581 shares
    Change vs previous 13F +414 shares

    0.11% of the 13F portfolio, value $559,817.

    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 6,167 shares
    Change vs previous 13F -11 shares

    0.12% of the 13F portfolio, value $545,130.

    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 6,178 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $544,487.

    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).