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Compton Wealth Advisory Group, LLC: IWY position timeline

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

Compton Wealth Advisory Group, LLC held 117,409 IWY 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 117,409 shares
    Change vs previous 13F -1,453 shares

    6.82% of the 13F portfolio, value $33,791,403.

    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 118,862 shares
    Change vs previous 13F +630 shares

    6.64% of the 13F portfolio, value $29,834,291.

    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 118,232 shares
    Change vs previous 13F -1,448 shares

    7.16% of the 13F portfolio, value $32,743,205.

    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 119,680 shares
    Change vs previous 13F -1,585 shares

    7.58% of the 13F portfolio, value $32,750,310.

    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 121,265 shares
    Change vs previous 13F -1,739 shares

    7.56% of the 13F portfolio, value $29,892,931.

    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 123,004 shares
    Change vs previous 13F -1,538 shares

    7.2% of the 13F portfolio, value $25,946,382.

    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 124,542 shares
    Change vs previous 13F -10,083 shares

    7.56% of the 13F portfolio, value $29,300,885.

    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 134,625 shares
    Change vs previous 13F not available

    7.48% of the 13F portfolio, value $29,624,210.

    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).