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Carl P. Sherr & Co., LLC: IWR position timeline

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

Carl P. Sherr & Co., LLC held 56,679 IWR shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 56,679 shares
    Change vs previous 13F +831 shares

    2.62% of the 13F portfolio, value $6,252,851.

    13F-HR 0001818535-26-000005 filed by Carl P. Sherr & Co., 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 55,848 shares
    Change vs previous 13F +661 shares

    2.55% of the 13F portfolio, value $5,430,100.

    13F-HR 0001818535-26-000003 filed by Carl P. Sherr & Co., 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 55,187 shares
    Change vs previous 13F +2,144 shares

    2.44% of the 13F portfolio, value $5,473,415.

    13F-HR 0001818535-26-000001 filed by Carl P. Sherr & Co., 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 53,043 shares
    Change vs previous 13F +1,297 shares

    2.43% of the 13F portfolio, value $5,121,273.

    13F-HR 0001818535-25-000006 filed by Carl P. Sherr & Co., 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 51,746 shares
    Change vs previous 13F +1,524 shares

    2.41% of the 13F portfolio, value $4,759,045.

    13F-HR 0001818535-25-000004 filed by Carl P. Sherr & Co., 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 50,222 shares
    Change vs previous 13F +1,823 shares

    2.34% of the 13F portfolio, value $4,272,379.

    13F-HR 0001818535-25-000002 filed by Carl P. Sherr & Co., 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 48,399 shares
    Change vs previous 13F +824 shares

    2.25% of the 13F portfolio, value $4,278,449.

    13F-HR 0001818535-25-000001 filed by Carl P. Sherr & Co., 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 47,575 shares
    Change vs previous 13F not available

    2.21% of the 13F portfolio, value $4,193,238.

    13F-HR 0001818535-24-000006 filed by Carl P. Sherr & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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