Skip to content
Disclosery

Brady Martz Wealth Solutions, LLC: IWP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Brady Martz Wealth Solutions, LLC on IWP, newest first. How the timeline and the estimate are built.

Brady Martz Wealth Solutions, LLC held 29,039 IWP shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,039 shares
    Change vs previous 13F -175 shares

    0.64% of the 13F portfolio, value $4,251,624.

    13F-HR 0002049470-26-000004 filed by Brady Martz Wealth Solutions, 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 29,214 shares
    Change vs previous 13F -8,486 shares

    0.64% of the 13F portfolio, value $3,742,954.

    13F-HR 0002049470-26-000003 filed by Brady Martz Wealth Solutions, 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 37,700 shares
    Change vs previous 13F +16 shares

    0.91% of the 13F portfolio, value $5,162,681.

    13F-HR 0002049470-26-000002 filed by Brady Martz Wealth Solutions, 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 37,684 shares
    Change vs previous 13F -441 shares

    0.97% of the 13F portfolio, value $5,366,562.

    13F-HR 0002049470-25-000007 filed by Brady Martz Wealth Solutions, 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 38,125 shares
    Change vs previous 13F -2,141 shares

    1.02% of the 13F portfolio, value $5,287,183.

    13F-HR 0002049470-25-000006 filed by Brady Martz Wealth Solutions, 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 40,266 shares
    Change vs previous 13F -749 shares

    1.07% of the 13F portfolio, value $4,730,838.

    13F-HR 0002049470-25-000004 filed by Brady Martz Wealth Solutions, 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 41,015 shares
    Change vs previous 13F not available

    1.27% of the 13F portfolio, value $5,257,301.

    13F-HR 0002049470-25-000003 filed by Brady Martz Wealth Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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