COREPATH WEALTH PARTNERS LLC: IWR position timeline

COREPATH WEALTH PARTNERS LLC held 22,166 IWR shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 22,166 shares

   Change vs previous 13F +926 shares

   1.51% of the 13F portfolio, value $2,414,978.

   13F-HR 0001951757-26-000975 filed by COREPATH WEALTH PARTNERS LLC
   Filed 2026-07-09 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 21,240 shares

   Change vs previous 13F +470 shares

   1.45% of the 13F portfolio, value $2,150,520.

   13F-HR 0001951757-26-000581 filed by COREPATH WEALTH PARTNERS LLC
   Filed 2026-04-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 20,770 shares

   Change vs previous 13F +3,660 shares

   1.39% of the 13F portfolio, value $2,079,448.

   13F-HR 0001951757-26-000152 filed by COREPATH WEALTH PARTNERS LLC
   Filed 2026-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 17,110 shares

   Change vs previous 13F +12,631 shares

   1.21% of the 13F portfolio, value $1,664,836.

   13F-HR 0001951757-25-001372 filed by COREPATH WEALTH PARTNERS LLC
   Filed 2025-11-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 4,479 shares

   Change vs previous 13F not available

   0.35% of the 13F portfolio, value $419,787.

   13F-HR 0001951757-25-000577 filed by COREPATH WEALTH PARTNERS LLC
   Filed 2025-07-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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