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Disclosery

Align Financial, LLC: IWS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Align Financial, LLC on IWS, newest first. How the timeline and the estimate are built.

Align Financial, LLC held 1,589 IWS shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,589 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $261,549.

    13F-HR 0002089183-26-000003 filed by Align Financial, 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 1,589 shares
    Change vs previous 13F -222,539 shares

    0.13% of the 13F portfolio, value $231,581.

    13F-HR 0002089183-26-000002 filed by Align Financial, 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 224,128 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $224,128.

    13F-HR 0002089183-26-000001 filed by Align Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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