BridgePort Financial Solutions, LLC: IWR position timeline

BridgePort Financial Solutions, LLC held 2,811 IWR shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 2,811 shares

   Change vs previous 13F 0 shares

   0.08% of the 13F portfolio, value $310,062.

   13F-HR 0002031775-26-000006 filed by BridgePort Financial Solutions, LLC
   Filed 2026-07-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 2,811 shares

   Change vs previous 13F -458 shares

   0.08% of the 13F portfolio, value $273,272.

   13F-HR 0002031775-26-000003 filed by BridgePort Financial Solutions, LLC
   Filed 2026-04-16 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 3,269 shares

   Change vs previous 13F +741 shares

   0.08% of the 13F portfolio, value $314,665.

   13F-HR 0002031775-26-000001 filed by BridgePort Financial Solutions, LLC
   Filed 2026-01-16 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 2,528 shares

   Change vs previous 13F -3 shares

   0.07% of the 13F portfolio, value $244,037.

   13F-HR 0002031775-25-000008 filed by BridgePort Financial Solutions, LLC
   Filed 2025-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 2,531 shares

   Change vs previous 13F not available

   0.08% of the 13F portfolio, value $232,737.

   13F-HR 0002031775-25-000005 filed by BridgePort Financial Solutions, LLC
   Filed 2025-07-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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