Skip to content
Disclosery

Certified Advisory Corp: IWP position timeline

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

Certified Advisory Corp held 35,955 IWP shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,955 shares
    Change vs previous 13F -2,583 shares

    0.42% of the 13F portfolio, value $5,264,111.

    13F-HR 0001731732-26-000004 filed by Certified Advisory Corp
    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 38,538 shares
    Change vs previous 13F +9,270 shares

    0.44% of the 13F portfolio, value $4,937,516.

    13F-HR 0001731732-26-000002 filed by Certified Advisory Corp
    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 29,268 shares
    Change vs previous 13F +723 shares

    0.37% of the 13F portfolio, value $4,007,919.

    13F-HR 0001731732-26-000001 filed by Certified Advisory Corp
    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 28,545 shares
    Change vs previous 13F +1,658 shares

    0.39% of the 13F portfolio, value $4,065,028.

    13F-HR 0001731732-25-000004 filed by Certified Advisory Corp
    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 26,887 shares
    Change vs previous 13F +3,785 shares

    0.39% of the 13F portfolio, value $3,728,751.

    13F-HR 0001085146-25-005120 filed by Certified Advisory Corp
    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 23,102 shares
    Change vs previous 13F +6,058 shares

    0.31% of the 13F portfolio, value $2,714,309.

    13F-HR 0001085146-25-002833 filed by Certified Advisory Corp
    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 17,044 shares
    Change vs previous 13F +2,602 shares

    0.23% of the 13F portfolio, value $2,160,287.

    13F-HR 0001085146-25-000217 filed by Certified Advisory Corp
    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 14,442 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,693,957.

    13F-HR 0001085146-24-005504 filed by Certified Advisory Corp
    Filed (acceptance time not in the bulk data set), ingested

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