BUCKINGHAM STRATEGIC WEALTH, LLC: IWR position timeline

BUCKINGHAM STRATEGIC WEALTH, LLC held 129,629 IWR shares at 2024-06-30 per its 13F-HR filed 2024-08-12.

the latest 13F is the newest step

1. period ended2024-06-30

   13F 129,629 shares

   Change vs previous 13F -6,272 shares

   0.11% of the 13F portfolio, value $10,510,279.

   13F-HR 0001085146-24-003709 filed by BUCKINGHAM STRATEGIC WEALTH, LLC
   Filed 2024-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

2. period ended2024-03-31

   13F 135,901 shares

   Change vs previous 13F -1,899 shares

   0.12% of the 13F portfolio, value $11,427,937.

   13F-HR 0001085146-24-002355 filed by BUCKINGHAM STRATEGIC WEALTH, LLC
   Filed 2024-05-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

3. period ended2023-12-31

   13F 137,800 shares

   Change vs previous 13F -6,737 shares

   0.13% of the 13F portfolio, value $10,711,204.

   13F-HR 0001085146-24-001388 filed by BUCKINGHAM STRATEGIC WEALTH, LLC
   Filed 2024-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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

4. period ended2023-09-30

   13F 144,537 shares

   Change vs previous 13F -4,231 shares

   0.14% of the 13F portfolio, value $10,009,184.

   13F-HR 0001085146-23-004311 filed by BUCKINGHAM STRATEGIC WEALTH, LLC
   Filed 2023-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

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

5. period ended2023-06-30

   13F 148,768 shares

   Change vs previous 13F -9,291 shares

   0.15% of the 13F portfolio, value $10,864,523.

   13F-HR 0001085146-23-003310 filed by BUCKINGHAM STRATEGIC WEALTH, LLC
   Filed 2023-08-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

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

6. period ended2023-03-31

   13F 158,059 shares

   Change vs previous 13F 0 shares

   0.19% of the 13F portfolio, value $10,661,078.

   13F-HR 0001085146-23-002227 filed by BUCKINGHAM STRATEGIC WEALTH, LLC
   Filed 2023-05-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC

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

7. period ended2022-12-31

   13F 158,059 shares

   Change vs previous 13F -1,342 shares

   0.19% of the 13F portfolio, value $10,661,078.

   13F-HR 0001085146-23-001099 filed by BUCKINGHAM STRATEGIC WEALTH, LLC
   Filed 2023-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:33:21 UTC

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

8. period ended2022-09-30

   13F 159,401 shares

   Change vs previous 13F not available

   0.2% of the 13F portfolio, value $9,907,000.

   13F-HR 0001085146-22-003813 filed by BUCKINGHAM STRATEGIC WEALTH, LLC
   Filed 2022-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:34:10 UTC

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