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Disclosery

B.O.S.S. Retirement Advisors, LLC: IWX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of B.O.S.S. Retirement Advisors, LLC on IWX, newest first. How the timeline and the estimate are built.

B.O.S.S. Retirement Advisors, LLC held 17,784 IWX shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,784 shares
    Change vs previous 13F -1,270 shares

    0.5% of the 13F portfolio, value $1,870,178.

    13F-HR 0001964810-26-000008 filed by B.O.S.S. Retirement Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 19,054 shares
    Change vs previous 13F -2,773 shares

    0.54% of the 13F portfolio, value $1,765,752.

    13F-HR 0001964810-26-000004 filed by B.O.S.S. Retirement 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 ended2025-12-31
    13F 21,827 shares
    Change vs previous 13F -39,916 shares

    0.63% of the 13F portfolio, value $2,005,032.

    13F-HR 0001964810-26-000002 filed by B.O.S.S. Retirement 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 ended2025-09-30
    13F 61,743 shares
    Change vs previous 13F -6,332 shares

    1.3% of the 13F portfolio, value $5,425,945.

    13F-HR 0001964810-25-000004 filed by B.O.S.S. Retirement 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 ended2025-06-30
    13F 68,075 shares
    Change vs previous 13F -2,484 shares

    1.44% of the 13F portfolio, value $5,731,252.

    13F-HR 0001085146-25-003968 filed by B.O.S.S. Retirement 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 ended2025-03-31
    13F 70,559 shares
    Change vs previous 13F -5,187 shares

    1.68% of the 13F portfolio, value $5,798,519.

    13F-HR 0001085146-25-002267 filed by B.O.S.S. Retirement 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 ended2024-12-31
    13F 75,746 shares
    Change vs previous 13F +67,982 shares

    1.67% of the 13F portfolio, value $5,986,243.

    13F-HR 0001085146-25-000378 filed by B.O.S.S. Retirement 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 ended2024-09-30
    13F 7,764 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $630,989.

    13F-HR 0001085146-24-004941 filed by B.O.S.S. Retirement Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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