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AFT, FORSYTH & COMPANY, INC.: IWO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AFT, FORSYTH & COMPANY, INC. on IWO, newest first. How the timeline and the estimate are built.

AFT, FORSYTH & COMPANY, INC. held 3,153 IWO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,153 shares
    Change vs previous 13F -1,229 shares

    0.6% of the 13F portfolio, value $1,242,180.

    13F-HR 0001512073-26-000007 filed by AFT, FORSYTH & COMPANY, INC.
    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 4,382 shares
    Change vs previous 13F -26 shares

    0.65% of the 13F portfolio, value $1,375,415.

    13F-HR 0001512073-26-000004 filed by AFT, FORSYTH & COMPANY, INC.
    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 4,408 shares
    Change vs previous 13F 0 shares

    0.61% of the 13F portfolio, value $1,423,804.

    13F-HR 0001512073-26-000001 filed by AFT, FORSYTH & COMPANY, INC.
    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 4,408 shares
    Change vs previous 13F 0 shares

    0.68% of the 13F portfolio, value $1,410,647.

    13F-HR 0001512073-25-000006 filed by AFT, FORSYTH & COMPANY, INC.
    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 4,408 shares
    Change vs previous 13F 0 shares

    0.65% of the 13F portfolio, value $1,259,961.

    13F-HR 0001512073-25-000004 filed by AFT, FORSYTH & COMPANY, INC.
    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 4,408 shares
    Change vs previous 13F +1 shares

    0.61% of the 13F portfolio, value $1,126,250.

    13F-HR 0001512073-25-000002 filed by AFT, FORSYTH & COMPANY, INC.
    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 4,407 shares
    Change vs previous 13F 0 shares

    0.62% of the 13F portfolio, value $1,268,530.

    13F-HR 0001512073-25-000001 filed by AFT, FORSYTH & COMPANY, INC.
    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 4,407 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $1,251,599.

    13F-HR 0001512073-24-000007 filed by AFT, FORSYTH & COMPANY, INC.
    Filed (acceptance time not in the bulk data set), ingested

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