Asset One Wealth Management LLC: IPKW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Asset One Wealth Management LLC on IPKW, newest first. How the timeline and the estimate are built.

Asset One Wealth Management LLC held 28,417 IPKW shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

period ended2026-06-30
13F 28,417 shares
Change vs previous 13F -713 shares
0.18% of the 13F portfolio, value $1,668,697.
13F-HR 0002110759-26-000003 filed by Asset One Wealth Management LLC
Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 29,130 shares
Change vs previous 13F not available
0.19% of the 13F portfolio, value $1,678,034.
13F-HR 0002110759-26-000002 filed by Asset One Wealth Management LLC
Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).