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Disclosery

Councilor Wealth, LLC: IWP position timeline

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

Councilor Wealth, LLC held 30,607 IWP shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 30,607 shares
    Change vs previous 13F -1,644 shares

    1.74% of the 13F portfolio, value $4,214,030.

    13F-HR 0001172661-26-004454 filed by Councilor Wealth, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 32,251 shares
    Change vs previous 13F -587 shares

    1.91% of the 13F portfolio, value $4,721,909.

    13F-HR 0001172661-26-002707 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 32,838 shares
    Change vs previous 13F -3,178 shares

    2.04% of the 13F portfolio, value $4,207,292.

    13F-HR 0001172661-26-001795 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 36,016 shares
    Change vs previous 13F -685 shares

    2.33% of the 13F portfolio, value $4,932,100.

    13F-HR 0001172661-26-000354 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 36,701 shares
    Change vs previous 13F -2,934 shares

    2.42% of the 13F portfolio, value $5,226,628.

    13F-HR 0001172661-25-004615 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 39,635 shares
    Change vs previous 13F -1,622 shares

    2.57% of the 13F portfolio, value $5,496,707.

    13F-HR 0001172661-25-002765 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 41,257 shares
    Change vs previous 13F -2,955 shares

    2.42% of the 13F portfolio, value $4,847,352.

    13F-HR 0001172661-25-001499 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 44,212 shares
    Change vs previous 13F not available

    2.67% of the 13F portfolio, value $5,603,915.

    13F-HR 0001172661-25-000598 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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