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Disclosery

Alpha Financial Partners LLC: IWR position timeline

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

Alpha Financial Partners LLC held 5,593 IWR shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,593 shares
    Change vs previous 13F +15 shares

    0.32% of the 13F portfolio, value $616,996.

    13F-HR 0001951757-26-001211 filed by Alpha Financial Partners 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 5,578 shares
    Change vs previous 13F -196 shares

    0.32% of the 13F portfolio, value $542,347.

    13F-HR 0001951757-26-000850 filed by Alpha Financial Partners 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 5,774 shares
    Change vs previous 13F -26 shares

    0.34% of the 13F portfolio, value $555,849.

    13F-HR 0001951757-26-000406 filed by Alpha Financial Partners LLC
    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 5,800 shares
    Change vs previous 13F +100 shares

    0.36% of the 13F portfolio, value $560,014.

    13F-HR 0001951757-25-001349 filed by Alpha Financial Partners LLC
    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 5,700 shares
    Change vs previous 13F -168 shares

    0.38% of the 13F portfolio, value $524,196.

    13F-HR 0001951757-25-000958 filed by Alpha Financial Partners LLC
    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 5,868 shares
    Change vs previous 13F -27 shares

    0.4% of the 13F portfolio, value $499,228.

    13F-HR 0001951757-25-000482 filed by Alpha Financial Partners LLC
    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 5,895 shares
    Change vs previous 13F +5,895 shares

    0.41% of the 13F portfolio, value $521,160.

    13F-HR 0001951757-25-000222 filed by Alpha Financial Partners LLC
    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 0 shares
    Change vs previous 13F not available

    13F-HR 0001951757-24-001122 filed by Alpha Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.