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Compton Wealth Advisory Group, LLC: IWX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Compton Wealth Advisory Group, LLC on IWX, newest first. How the timeline and the estimate are built.

Compton Wealth Advisory Group, LLC held 239,223 IWX shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 239,223 shares
    Change vs previous 13F -6,079 shares

    5.12% of the 13F portfolio, value $25,345,651.

    13F-HR 0001761044-26-000009 filed by Compton Wealth Advisory Group, 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 245,302 shares
    Change vs previous 13F -4,759 shares

    5.09% of the 13F portfolio, value $22,847,426.

    13F-HR 0001761044-26-000005 filed by Compton Wealth Advisory Group, 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 250,061 shares
    Change vs previous 13F +4,382 shares

    5.02% of the 13F portfolio, value $22,970,565.

    13F-HR 0001761044-26-000002 filed by Compton Wealth Advisory Group, 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 245,679 shares
    Change vs previous 13F -2,038 shares

    5% of the 13F portfolio, value $21,590,275.

    13F-HR 0001761044-25-000014 filed by Compton Wealth Advisory Group, 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 247,717 shares
    Change vs previous 13F +1,237 shares

    5.28% of the 13F portfolio, value $20,855,271.

    13F-HR 0001761044-25-000012 filed by Compton Wealth Advisory Group, LLC
    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 246,480 shares
    Change vs previous 13F -758 shares

    5.62% of the 13F portfolio, value $20,255,697.

    13F-HR 0001761044-25-000008 filed by Compton Wealth Advisory Group, LLC
    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 247,238 shares
    Change vs previous 13F +7,318 shares

    5.04% of the 13F portfolio, value $19,539,221.

    13F-HR 0001761044-25-000002 filed by Compton Wealth Advisory Group, LLC
    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 239,920 shares
    Change vs previous 13F not available

    4.92% of the 13F portfolio, value $19,498,290.

    13F-HR 0001761044-24-000007 filed by Compton Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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