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Certified Advisory Corp: IWR position timeline

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

Certified Advisory Corp held 8,801 IWR 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 8,801 shares
    Change vs previous 13F +305 shares

    0.08% of the 13F portfolio, value $970,884.

    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 8,496 shares
    Change vs previous 13F -139 shares

    0.07% of the 13F portfolio, value $826,100.

    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 8,635 shares
    Change vs previous 13F -45 shares

    0.08% of the 13F portfolio, value $831,266.

    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 8,680 shares
    Change vs previous 13F +1,210 shares

    0.08% of the 13F portfolio, value $838,029.

    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 7,470 shares
    Change vs previous 13F +49 shares

    0.07% of the 13F portfolio, value $686,993.

    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 7,421 shares
    Change vs previous 13F -2,738 shares

    0.07% of the 13F portfolio, value $631,328.

    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 10,159 shares
    Change vs previous 13F +115 shares

    0.1% of the 13F portfolio, value $898,017.

    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 10,044 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $885,273.

    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).