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Disclosery

Annapolis Financial Services, LLC: IWR position timeline

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

Annapolis Financial Services, LLC held 2,545 IWR shares at 2024-09-30 per its 13F-HR filed 2024-10-16.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 2,545 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $224,317.

    13F-HR 0001843110-24-000006 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 2,545 shares
    Change vs previous 13F -3,207 shares

    0.07% of the 13F portfolio, value $206,349.

    13F-HR 0001843110-24-000004 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 5,752 shares
    Change vs previous 13F -10,305 shares

    0.16% of the 13F portfolio, value $483,686.

    13F-HR 0001843110-24-000003 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 16,057 shares
    Change vs previous 13F +9,015 shares

    0.31% of the 13F portfolio, value $1,248,111.

    13F-HR 0001843110-24-000002 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-09-30
    13F 7,042 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $487,659.

    13F-HR 0001843110-23-000004 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-06-30
    13F 7,042 shares
    Change vs previous 13F +21 shares

    0.15% of the 13F portfolio, value $514,278.

    13F-HR 0001843110-23-000003 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-03-31
    13F 7,021 shares
    Change vs previous 13F +271 shares

    0.15% of the 13F portfolio, value $490,909.

    13F-HR 0001843110-23-000002 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-12-31
    13F 6,750 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $455,288.

    13F-HR 0001843110-23-000001 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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