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

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

AFT, FORSYTH & COMPANY, INC. held 33,074 IWR 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 33,074 shares
    Change vs previous 13F -1,745 shares

    1.76% of the 13F portfolio, value $3,648,770.

    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 34,819 shares
    Change vs previous 13F -196 shares

    1.59% of the 13F portfolio, value $3,385,516.

    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 35,015 shares
    Change vs previous 13F +8 shares

    1.45% of the 13F portfolio, value $3,370,881.

    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 35,007 shares
    Change vs previous 13F +6 shares

    1.62% of the 13F portfolio, value $3,379,953.

    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 35,001 shares
    Change vs previous 13F +5 shares

    1.65% of the 13F portfolio, value $3,219,047.

    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 34,996 shares
    Change vs previous 13F -204 shares

    1.6% of the 13F portfolio, value $2,977,076.

    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 35,200 shares
    Change vs previous 13F +7 shares

    1.53% of the 13F portfolio, value $3,111,676.

    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 35,193 shares
    Change vs previous 13F not available

    1.53% of the 13F portfolio, value $3,101,899.

    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).