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Bishop & Co Investment Management, LLC: IWS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bishop & Co Investment Management, LLC on IWS, newest first. How the timeline and the estimate are built.

Bishop & Co Investment Management, LLC held 92,765 IWS shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 92,765 shares
    Change vs previous 13F +150 shares

    4.7% of the 13F portfolio, value $15,269,142.

    13F-HR 0001603276-26-000003 filed by Bishop & Co Investment Management, 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 92,615 shares
    Change vs previous 13F -47,178 shares

    4.63% of the 13F portfolio, value $13,497,853.

    13F-HR 0001603276-26-000002 filed by Bishop & Co Investment Management, 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 139,793 shares
    Change vs previous 13F +15 shares

    6.53% of the 13F portfolio, value $19,717,777.

    13F-HR 0001172661-26-000235 filed by Bishop & Co Investment Management, 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 139,778 shares
    Change vs previous 13F +3,092 shares

    6.53% of the 13F portfolio, value $19,522,860.

    13F-HR 0001172661-25-004497 filed by Bishop & Co Investment Management, 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 136,686 shares
    Change vs previous 13F -3,354 shares

    6.49% of the 13F portfolio, value $18,061,711.

    13F-HR 0001172661-25-003421 filed by Bishop & Co Investment Management, 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 140,040 shares
    Change vs previous 13F -68 shares

    6.82% of the 13F portfolio, value $17,640,952.

    13F-HR 0001172661-25-001608 filed by Bishop & Co Investment Management, 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 140,108 shares
    Change vs previous 13F -89 shares

    6.91% of the 13F portfolio, value $18,121,650.

    13F-HR 0001172661-25-000653 filed by Bishop & Co Investment Management, 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 140,197 shares
    Change vs previous 13F not available

    7.06% of the 13F portfolio, value $18,541,005.

    13F-HR 0000950123-24-010944 filed by Bishop & Co Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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