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Disclosery

Asempa Wealth Advisors: IWP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Asempa Wealth Advisors on IWP, newest first. How the timeline and the estimate are built.

Asempa Wealth Advisors held 7,705 IWP shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 7,705 shares
    Change vs previous 13F +3,322 shares

    0.84% of the 13F portfolio, value $1,075,947.

    13F-HR 0002099967-26-000004 filed by Asempa Wealth Advisors
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,383 shares
    Change vs previous 13F -5,685 shares

    0.49% of the 13F portfolio, value $641,701.

    13F-HR 0002099967-26-000003 filed by Asempa Wealth Advisors
    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 10,068 shares
    Change vs previous 13F +1,564 shares

    1.13% of the 13F portfolio, value $1,296,636.

    13F-HR 0002099967-26-000002 filed by Asempa Wealth Advisors
    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 8,504 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $1,164,494.

    13F-HR 0002099967-26-000001 filed by Asempa Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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