Skip to content
Disclosery

Councilor Wealth, LLC: IWR position timeline

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

Councilor Wealth, LLC held 28,043 IWR 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 28,043 shares
    Change vs previous 13F 0 shares

    1.23% of the 13F portfolio, value $2,992,470.

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

  2. period ended2026-06-30
    13F 28,043 shares
    Change vs previous 13F 0 shares

    1.25% of the 13F portfolio, value $3,093,705.

    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 28,043 shares
    Change vs previous 13F 0 shares

    1.32% of the 13F portfolio, value $2,726,622.

    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 28,043 shares
    Change vs previous 13F 0 shares

    1.28% of the 13F portfolio, value $2,699,701.

    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 28,043 shares
    Change vs previous 13F 0 shares

    1.26% of the 13F portfolio, value $2,707,553.

    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 28,043 shares
    Change vs previous 13F 0 shares

    1.2% of the 13F portfolio, value $2,579,116.

    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 28,043 shares
    Change vs previous 13F 0 shares

    1.19% of the 13F portfolio, value $2,385,619.

    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 28,043 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $2,479,002.

    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).