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Bristlecone Advisors, LLC: IWR position timeline

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

Bristlecone Advisors, LLC held 163,187 IWR shares at 2025-09-30 per its 13F-HR filed 2025-10-24.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 163,187 shares
    Change vs previous 13F +165 shares

    1.32% of the 13F portfolio, value $15,755,747.

    13F-HR 0001671716-25-000004 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 163,022 shares
    Change vs previous 13F -13,709 shares

    1.26% of the 13F portfolio, value $14,993,130.

    13F-HR 0001398344-25-014361 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 176,731 shares
    Change vs previous 13F -1,449 shares

    1.23% of the 13F portfolio, value $15,034,523.

    13F-HR 0001398344-25-009163 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 178,180 shares
    Change vs previous 13F +413 shares

    1.23% of the 13F portfolio, value $15,751,152.

    13F-HR 0001398344-25-001325 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 177,767 shares
    Change vs previous 13F +2,703 shares

    1.26% of the 13F portfolio, value $15,668,368.

    13F-HR 0001398344-24-019318 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 175,064 shares
    Change vs previous 13F +126 shares

    1.21% of the 13F portfolio, value $14,194,193.

    13F-HR 0001398344-24-013068 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 174,938 shares
    Change vs previous 13F +2,291 shares

    1.29% of the 13F portfolio, value $14,710,559.

    13F-HR 0001398344-24-007419 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 172,647 shares
    Change vs previous 13F not available

    1.36% of the 13F portfolio, value $13,419,847.

    13F-HR 0001398344-24-001002 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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