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Centerpoint Advisory Group: IWX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Centerpoint Advisory Group on IWX, newest first. How the timeline and the estimate are built.

Centerpoint Advisory Group held 19,815 IWX shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,815 shares
    Change vs previous 13F +1,084 shares

    1.32% of the 13F portfolio, value $2,083,747.

    13F-HR 0002085853-26-000899 filed by Centerpoint Advisory Group
    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 18,731 shares
    Change vs previous 13F +2,198 shares

    1.31% of the 13F portfolio, value $1,735,820.

    13F-HR 0002085853-26-000522 filed by Centerpoint Advisory Group
    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 16,533 shares
    Change vs previous 13F +1,665 shares

    1.17% of the 13F portfolio, value $1,518,727.

    13F-HR 0002085853-26-000190 filed by Centerpoint Advisory Group
    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 14,868 shares
    Change vs previous 13F +4,484 shares

    1.02% of the 13F portfolio, value $1,306,602.

    13F-HR 0002085853-25-000219 filed by Centerpoint Advisory Group
    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 10,384 shares
    Change vs previous 13F +2,179 shares

    0.76% of the 13F portfolio, value $874,230.

    13F-HR 0001667731-25-001053 filed by Centerpoint Advisory Group
    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 8,205 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $674,287.

    13F-HR 0001667731-25-000479 filed by Centerpoint Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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