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Clarion Wealth Managment Partners, LLC: IWN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Clarion Wealth Managment Partners, LLC on IWN, newest first. How the timeline and the estimate are built.

Clarion Wealth Managment Partners, LLC held 5,300 IWN shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,300 shares
    Change vs previous 13F +15 shares

    0.95% of the 13F portfolio, value $1,172,325.

    13F-HR 0002081211-26-000003 filed by Clarion Wealth Managment Partners, 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 5,285 shares
    Change vs previous 13F -234 shares

    0.91% of the 13F portfolio, value $1,002,041.

    13F-HR 0002081211-26-000002 filed by Clarion Wealth Managment Partners, 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 5,519 shares
    Change vs previous 13F -312 shares

    0.93% of the 13F portfolio, value $1,000,067.

    13F-HR 0002081211-26-000001 filed by Clarion Wealth Managment Partners, 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 5,831 shares
    Change vs previous 13F -288 shares

    1.02% of the 13F portfolio, value $1,030,912.

    13F-HR 0002081211-25-000001 filed by Clarion Wealth Managment Partners, LLC
    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 6,119 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $965,304.

    13F-HR 0001085146-25-005403 filed by Clarion Wealth Managment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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