Skip to content
Disclosery

COBBLESTONE CAPITAL ADVISORS LLC /NY/: IWO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of COBBLESTONE CAPITAL ADVISORS LLC /NY/ on IWO, newest first. How the timeline and the estimate are built.

COBBLESTONE CAPITAL ADVISORS LLC /NY/ held 5,651 IWO shares at 2025-09-30 per its 13F-HR filed 2025-11-12.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 5,651 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $1,808,547.

    13F-HR 0001033505-25-000018 filed by COBBLESTONE CAPITAL ADVISORS LLC /NY/
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 5,651 shares
    Change vs previous 13F -740 shares

    0.08% of the 13F portfolio, value $1,615,395.

    13F-HR 0001033505-25-000004 filed by COBBLESTONE CAPITAL ADVISORS LLC /NY/
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 6,391 shares
    Change vs previous 13F -46 shares

    0.09% of the 13F portfolio, value $1,633,093.

    13F-HR 0001033505-25-000003 filed by COBBLESTONE CAPITAL ADVISORS LLC /NY/
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 6,437 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $1,852,698.

    13F-HR 0001033505-25-000001 filed by COBBLESTONE CAPITAL ADVISORS LLC /NY/
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 6,437 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $1,828,108.

    13F-HR 0001033505-24-000007 filed by COBBLESTONE CAPITAL ADVISORS LLC /NY/
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 6,437 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $1,689,906.

    13F-HR 0001033505-24-000004 filed by COBBLESTONE CAPITAL ADVISORS LLC /NY/
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 6,437 shares
    Change vs previous 13F +740 shares

    0.11% of the 13F portfolio, value $1,743,140.

    13F-HR 0001033505-24-000003 filed by COBBLESTONE CAPITAL ADVISORS LLC /NY/
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 5,697 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,436,898.

    13F-HR 0001033505-24-000002 filed by COBBLESTONE CAPITAL ADVISORS LLC /NY/
    Filed (acceptance time not in the bulk data set), ingested

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