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Disclosery

Cosner Financial Group, LLC: IWY position timeline

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

Cosner Financial Group, LLC held 53,468 IWY shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 53,468 shares
    Change vs previous 13F +1,422 shares

    7.98% of the 13F portfolio, value $15,538,866.

    13F-HR 0001674627-26-000005 filed by Cosner Financial 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 52,046 shares
    Change vs previous 13F +812 shares

    7.11% of the 13F portfolio, value $12,951,116.

    13F-HR 0001674627-26-000003 filed by Cosner Financial 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 51,234 shares
    Change vs previous 13F +488 shares

    7.24% of the 13F portfolio, value $14,188,706.

    13F-HR 0001674627-26-000001 filed by Cosner Financial 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 50,746 shares
    Change vs previous 13F -10,832 shares

    0.63% of the 13F portfolio, value $1,178,354.

    13F-HR 0001674627-25-000008 filed by Cosner Financial 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 61,578 shares
    Change vs previous 13F +5,737 shares

    8.45% of the 13F portfolio, value $15,179,584.

    13F-HR 0001674627-25-000005 filed by Cosner Financial 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 55,841 shares
    Change vs previous 13F +549 shares

    7.2% of the 13F portfolio, value $11,779,151.

    13F-HR 0001674627-25-000004 filed by Cosner Financial 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 55,292 shares
    Change vs previous 13F -812 shares

    8.25% of the 13F portfolio, value $13,030,179.

    13F-HR 0001674627-25-000002 filed by Cosner Financial 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 56,104 shares
    Change vs previous 13F not available

    7.96% of the 13F portfolio, value $12,345,718.

    13F-HR 0001674627-24-000007 filed by Cosner Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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