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Bedel Financial Consulting, Inc.: IWR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bedel Financial Consulting, Inc. on IWR, newest first. How the timeline and the estimate are built.

Bedel Financial Consulting, Inc. held 44,786 IWR shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,786 shares
    Change vs previous 13F +1,891 shares

    0.47% of the 13F portfolio, value $4,940,770.

    13F-HR 0001765380-26-000237 filed by Bedel Financial Consulting, Inc.
    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 42,895 shares
    Change vs previous 13F +2,685 shares

    0.48% of the 13F portfolio, value $4,170,635.

    13F-HR 0001765380-26-000143 filed by Bedel Financial Consulting, Inc.
    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 40,210 shares
    Change vs previous 13F +3,517 shares

    0.42% of the 13F portfolio, value $3,871,024.

    13F-HR 0001765380-26-000047 filed by Bedel Financial Consulting, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 36,693 shares
    Change vs previous 13F +1,484 shares

    0.45% of the 13F portfolio, value $3,542,748.

    13F-HR 0001765380-25-000442 filed by Bedel Financial Consulting, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 35,209 shares
    Change vs previous 13F +575 shares

    0.44% of the 13F portfolio, value $3,238,159.

    13F-HR 0001765380-25-000339 filed by Bedel Financial Consulting, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 34,634 shares
    Change vs previous 13F -2,131 shares

    0.42% of the 13F portfolio, value $2,942,172.

    13F-HR 0001765380-25-000177 filed by Bedel Financial Consulting, Inc.
    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 36,765 shares
    Change vs previous 13F +7,614 shares

    0.47% of the 13F portfolio, value $3,402,641.

    13F-HR 0001765380-25-000052 filed by Bedel Financial Consulting, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 29,151 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $2,569,370.

    13F-HR 0001765380-24-000437 filed by Bedel Financial Consulting, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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