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Disclosery

Canopy Partners, LLC: IWR position timeline

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

Canopy Partners, LLC held 51,719 IWR 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 51,719 shares
    Change vs previous 13F +150 shares

    1.72% of the 13F portfolio, value $5,705,640.

    13F-HR 0001960860-26-000003 filed by Canopy Partners, 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 51,569 shares
    Change vs previous 13F -4,607 shares

    1.72% of the 13F portfolio, value $5,014,054.

    13F-HR 0001960860-26-000002 filed by Canopy Partners, 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 56,176 shares
    Change vs previous 13F -121 shares

    1.76% of the 13F portfolio, value $5,408,064.

    13F-HR 0001960860-26-000001 filed by Canopy Partners, 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 56,297 shares
    Change vs previous 13F -2,303 shares

    1.82% of the 13F portfolio, value $5,435,475.

    13F-HR 0001960860-25-000006 filed by Canopy Partners, 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 58,600 shares
    Change vs previous 13F -3,153 shares

    1.98% of the 13F portfolio, value $5,389,442.

    13F-HR 0001960860-25-000003 filed by Canopy Partners, 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 61,753 shares
    Change vs previous 13F -13,199 shares

    2.05% of the 13F portfolio, value $5,253,328.

    13F-HR 0001960860-25-000002 filed by Canopy Partners, 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 74,952 shares
    Change vs previous 13F -2,945 shares

    2.53% of the 13F portfolio, value $6,625,757.

    13F-HR 0001960860-25-000001 filed by Canopy Partners, 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 77,897 shares
    Change vs previous 13F not available

    2.95% of the 13F portfolio, value $6,865,842.

    13F-HR 0001960860-24-000008 filed by Canopy Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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