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Disclosery

Annapolis Financial Services, LLC: IWS position timeline

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

Annapolis Financial Services, LLC held 16,644 IWS 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 16,644 shares
    Change vs previous 13F +46 shares

    0.65% of the 13F portfolio, value $2,201,190.

    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 16,598 shares
    Change vs previous 13F -123 shares

    0.65% of the 13F portfolio, value $2,004,062.

    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 16,721 shares
    Change vs previous 13F 0 shares

    0.69% of the 13F portfolio, value $2,095,663.

    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 16,721 shares
    Change vs previous 13F 0 shares

    0.49% of the 13F portfolio, value $1,944,503.

    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 16,721 shares
    Change vs previous 13F -514 shares

    0.5% of the 13F portfolio, value $1,744,686.

    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 17,235 shares
    Change vs previous 13F -259 shares

    0.54% of the 13F portfolio, value $1,893,110.

    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 17,494 shares
    Change vs previous 13F 0 shares

    0.56% of the 13F portfolio, value $1,857,880.

    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 17,494 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $1,842,834.

    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).