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Disclosery

Ballew Advisors, Inc: IWP position timeline

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

Ballew Advisors, Inc held 22,243 IWP shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 22,243 shares
    Change vs previous 13F +133 shares

    1.56% of the 13F portfolio, value $3,141,175.

    13F-HR 0001580642-26-006728 filed by Ballew Advisors, Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 22,110 shares
    Change vs previous 13F -47 shares

    1.63% of the 13F portfolio, value $3,160,839.

    13F-HR 0001580642-26-004238 filed by Ballew Advisors, Inc
    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 22,157 shares
    Change vs previous 13F +515 shares

    1.64% of the 13F portfolio, value $2,911,595.

    13F-HR 0001580642-26-002441 filed by Ballew Advisors, Inc
    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 21,642 shares
    Change vs previous 13F +214 shares

    1.72% of the 13F portfolio, value $3,059,995.

    13F-HR 0001580642-26-000257 filed by Ballew Advisors, Inc
    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 21,428 shares
    Change vs previous 13F +194 shares

    1.7% of the 13F portfolio, value $3,054,578.

    13F-HR 0001580642-25-006581 filed by Ballew Advisors, Inc
    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 21,234 shares
    Change vs previous 13F +388 shares

    1.76% of the 13F portfolio, value $2,972,503.

    13F-HR 0001580642-25-004115 filed by Ballew Advisors, Inc
    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 20,846 shares
    Change vs previous 13F +664 shares

    1.57% of the 13F portfolio, value $2,345,818.

    13F-HR 0001580642-25-002392 filed by Ballew Advisors, Inc
    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 20,182 shares
    Change vs previous 13F not available

    1.63% of the 13F portfolio, value $2,561,256.

    13F-HR 0001580642-25-000325 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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