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Disclosery

BG Investment Services, LLC: IWR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BG Investment Services, LLC on IWR, newest first. How the timeline and the estimate are built.

BG Investment Services, LLC held 19,094 IWR shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,094 shares
    Change vs previous 13F -682 shares

    1.52% of the 13F portfolio, value $2,106,462.

    13F-HR 0001873989-26-000003 filed by BG Investment Services, 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 19,776 shares
    Change vs previous 13F -1,781 shares

    1.6% of the 13F portfolio, value $1,922,829.

    13F-HR 0001873989-26-000002 filed by BG Investment Services, 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 21,557 shares
    Change vs previous 13F -1,285 shares

    1.85% of the 13F portfolio, value $2,075,299.

    13F-HR 0001873989-26-000001 filed by BG Investment Services, 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 22,842 shares
    Change vs previous 13F -794 shares

    2.18% of the 13F portfolio, value $2,205,398.

    13F-HR 0001873989-25-000003 filed by BG Investment Services, 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 23,636 shares
    Change vs previous 13F -12,413 shares

    2.75% of the 13F portfolio, value $2,199,555.

    13F-HR 0001085146-25-004307 filed by BG Investment Services, 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 36,049 shares
    Change vs previous 13F -9,374 shares

    3.3% of the 13F portfolio, value $3,066,686.

    13F-HR 0001085146-25-002636 filed by BG Investment Services, 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 45,423 shares
    Change vs previous 13F not available

    4.04% of the 13F portfolio, value $4,015,376.

    13F-HR 0001085146-25-001028 filed by BG Investment Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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