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Disclosery

Carlton Hofferkamp & Jenks Wealth Management, LLC: IWO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Carlton Hofferkamp & Jenks Wealth Management, LLC on IWO, newest first. How the timeline and the estimate are built.

Carlton Hofferkamp & Jenks Wealth Management, LLC held 617 IWO shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 617 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $232,117.

    13F-HR 0001510870-26-000003 filed by Carlton Hofferkamp & Jenks Wealth Management, 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 617 shares
    Change vs previous 13F -25 shares

    0.07% of the 13F portfolio, value $220,783.

    13F-HR 0001510870-26-000002 filed by Carlton Hofferkamp & Jenks Wealth Management, 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 642 shares
    Change vs previous 13F -9 shares

    0.07% of the 13F portfolio, value $207,371.

    13F-HR 0001510870-26-000001 filed by Carlton Hofferkamp & Jenks Wealth Management, 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 651 shares
    Change vs previous 13F +651 shares

    0.07% of the 13F portfolio, value $217,184.

    13F-HR 0001510870-25-000005 filed by Carlton Hofferkamp & Jenks Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -764 shares

    13F-HR 0001510870-25-000001 filed by Carlton Hofferkamp & Jenks Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2024-09-30
    13F 764 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $217,565.

    13F-HR 0001510870-24-000004 filed by Carlton Hofferkamp & Jenks Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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