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Antonelli Financial Advisors, LLC: IWR position timeline

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

Antonelli Financial Advisors, LLC held 3,400 IWR shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,400 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $363,000.

    13F-HR 0002055364-26-000008 filed by Antonelli Financial Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,400 shares
    Change vs previous 13F -400 shares

    0.26% of the 13F portfolio, value $375,000.

    13F-HR 0002055364-26-000006 filed by Antonelli Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 3,800 shares
    Change vs previous 13F -183 shares

    0.25% of the 13F portfolio, value $369,000.

    13F-HR 0002055364-26-000004 filed by Antonelli Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 3,983 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $383,000.

    13F-HR 0002055364-26-000002 filed by Antonelli Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 3,983 shares
    Change vs previous 13F -675 shares

    0.26% of the 13F portfolio, value $384,514.

    13F-HR 0002055364-25-000004 filed by Antonelli Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 4,658 shares
    Change vs previous 13F -52 shares

    0.31% of the 13F portfolio, value $428,354.

    13F-HR 0001667731-25-000938 filed by Antonelli Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 4,710 shares
    Change vs previous 13F -250 shares

    0.32% of the 13F portfolio, value $400,640.

    13F-HR 0001667731-25-000484 filed by Antonelli Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 4,960 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $438,423.

    13F-HR 0001667731-25-000237 filed by Antonelli Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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