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Disclosery

Councilor Wealth, LLC: IWS position timeline

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

Councilor Wealth, LLC held 34,056 IWS 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 34,056 shares
    Change vs previous 13F -1,395 shares

    2.26% of the 13F portfolio, value $5,474,172.

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

  2. period ended2026-06-30
    13F 35,451 shares
    Change vs previous 13F -466 shares

    2.36% of the 13F portfolio, value $5,835,322.

    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 35,917 shares
    Change vs previous 13F -1,262 shares

    2.54% of the 13F portfolio, value $5,234,633.

    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 37,179 shares
    Change vs previous 13F -2,588 shares

    2.48% of the 13F portfolio, value $5,244,151.

    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 39,767 shares
    Change vs previous 13F -3,144 shares

    2.58% of the 13F portfolio, value $5,554,259.

    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 42,911 shares
    Change vs previous 13F -178 shares

    2.65% of the 13F portfolio, value $5,670,316.

    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 43,089 shares
    Change vs previous 13F -2,596 shares

    2.71% of the 13F portfolio, value $5,428,042.

    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 45,685 shares
    Change vs previous 13F not available

    2.81% of the 13F portfolio, value $5,908,915.

    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).