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Chokshi & Queen Wealth Advisors, Inc: IWR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Chokshi & Queen Wealth Advisors, Inc on IWR, newest first. How the timeline and the estimate are built.

Chokshi & Queen Wealth Advisors, Inc held 26,257 IWR shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,257 shares
    Change vs previous 13F -222 shares

    1.34% of the 13F portfolio, value $2,896,672.

    13F-HR 0001172661-26-003523 filed by Chokshi & Queen Wealth Advisors, Inc
    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 26,479 shares
    Change vs previous 13F +108 shares

    1.38% of the 13F portfolio, value $2,574,554.

    13F-HR 0001172661-26-002404 filed by Chokshi & Queen Wealth Advisors, Inc
    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 26,371 shares
    Change vs previous 13F -1,873 shares

    1.33% of the 13F portfolio, value $2,538,736.

    13F-HR 0001172661-26-000922 filed by Chokshi & Queen Wealth Advisors, Inc
    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 28,244 shares
    Change vs previous 13F -1,733 shares

    1.44% of the 13F portfolio, value $2,726,959.

    13F-HR 0001172661-25-004409 filed by Chokshi & Queen Wealth Advisors, Inc
    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 29,977 shares
    Change vs previous 13F -466 shares

    1.58% of the 13F portfolio, value $2,756,984.

    13F-HR 0001172661-25-002805 filed by Chokshi & Queen Wealth Advisors, Inc
    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 30,443 shares
    Change vs previous 13F -1,860 shares

    1.72% of the 13F portfolio, value $2,589,786.

    13F-HR 0001172661-25-002421 filed by Chokshi & Queen Wealth Advisors, Inc
    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 32,303 shares
    Change vs previous 13F not available

    1.77% of the 13F portfolio, value $2,855,585.

    13F-HR 0001172661-25-001339 filed by Chokshi & Queen Wealth Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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