WOOSTER CORTHELL WEALTH MANAGEMENT, INC.: IWL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WOOSTER CORTHELL WEALTH MANAGEMENT, INC. on IWL, newest first. How the timeline and the estimate are built.
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. held 8,331 IWL shares at 2025-06-30 per its 13F-HR filed 2025-07-14.
the latest 13F is the newest step
- period ended2025-06-3013F 8,331 sharesChange vs previous 13F +1,498 shares
0.24% of the 13F portfolio, value $1,275,577.
13F-HR 0001085146-25-003789 filed by WOOSTER CORTHELL WEALTH MANAGEMENT, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 6,833 sharesChange vs previous 13F +912 shares
0.19% of the 13F portfolio, value $938,968.
13F-HR 0001085146-25-002750 filed by WOOSTER CORTHELL WEALTH MANAGEMENT, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 5,921 sharesChange vs previous 13F -324 shares
0.19% of the 13F portfolio, value $856,828.
13F-HR 0001085146-25-000265 filed by WOOSTER CORTHELL WEALTH MANAGEMENT, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 6,245 sharesChange vs previous 13F -319 shares
0.19% of the 13F portfolio, value $877,048.
13F-HR 0001085146-24-005037 filed by WOOSTER CORTHELL WEALTH MANAGEMENT, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 6,564 sharesChange vs previous 13F -841 shares
0.2% of the 13F portfolio, value $879,248.
13F-HR 0001085146-24-003217 filed by WOOSTER CORTHELL WEALTH MANAGEMENT, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 7,405 sharesChange vs previous 13F -586 shares
0.22% of the 13F portfolio, value $941,324.
13F-HR 0001085146-24-002107 filed by WOOSTER CORTHELL WEALTH MANAGEMENT, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 7,991 sharesChange vs previous 13F -1,062 shares
0.22% of the 13F portfolio, value $919,684.
13F-HR 0001085146-24-000280 filed by WOOSTER CORTHELL WEALTH MANAGEMENT, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-09-3013F 9,053 sharesChange vs previous 13F not available
0.25% of the 13F portfolio, value $935,809.
13F-HR 0001085146-23-003972 filed by WOOSTER CORTHELL WEALTH MANAGEMENT, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).