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Carbahal Olsen Financial Services Group, LLC: IWN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Carbahal Olsen Financial Services Group, LLC on IWN, newest first. How the timeline and the estimate are built.

Carbahal Olsen Financial Services Group, LLC held 5,242 IWN shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,242 shares
    Change vs previous 13F -14 shares

    0.81% of the 13F portfolio, value $1,159,658.

    13F-HR 0002052538-26-000008 filed by Carbahal Olsen Financial Services Group, 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 5,256 shares
    Change vs previous 13F +195 shares

    0.8% of the 13F portfolio, value $996,412.

    13F-HR 0002052538-26-000004 filed by Carbahal Olsen Financial Services Group, 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 5,061 shares
    Change vs previous 13F +60 shares

    0.7% of the 13F portfolio, value $917,114.

    13F-HR 0002052538-26-000002 filed by Carbahal Olsen Financial Services Group, 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 5,001 shares
    Change vs previous 13F -158 shares

    0.71% of the 13F portfolio, value $884,169.

    13F-HR 0002052538-25-000011 filed by Carbahal Olsen Financial Services Group, 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 5,159 shares
    Change vs previous 13F -7 shares

    0.69% of the 13F portfolio, value $813,941.

    13F-HR 0002052538-25-000007 filed by Carbahal Olsen Financial Services Group, 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 5,166 shares
    Change vs previous 13F +18 shares

    0.74% of the 13F portfolio, value $779,976.

    13F-HR 0002052538-25-000004 filed by Carbahal Olsen Financial Services Group, 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 5,148 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $845,177.

    13F-HR 0002052538-25-000002 filed by Carbahal Olsen Financial Services Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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