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Disclosery

COURIER CAPITAL LLC: IWF position timeline

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

COURIER CAPITAL LLC held 47,931 IWF shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,931 shares
    Change vs previous 13F +40,217 shares

    0.3% of the 13F portfolio, value $5,951,612.

    13F-HR 0001420506-26-001243 filed by COURIER CAPITAL 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/A 7,714 shares
    Change vs previous 13F -721 shares

    0.18% of the 13F portfolio, value $3,289,373.

    13F-HR/A 0001420506-26-000719 filed by COURIER CAPITAL 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 8,435 shares
    Change vs previous 13F -688 shares

    0.22% of the 13F portfolio, value $3,992,049.

    13F-HR 0001420506-26-000097 filed by COURIER CAPITAL 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 9,123 shares
    Change vs previous 13F -148 shares

    0.24% of the 13F portfolio, value $4,273,515.

    13F-HR 0001420506-25-002924 filed by COURIER CAPITAL 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 9,271 shares
    Change vs previous 13F +113 shares

    0.24% of the 13F portfolio, value $3,936,085.

    13F-HR 0001420506-25-001593 filed by COURIER CAPITAL 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 9,158 shares
    Change vs previous 13F +2,442 shares

    0.22% of the 13F portfolio, value $3,306,687.

    13F-HR 0001420506-25-000761 filed by COURIER CAPITAL 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 6,716 shares
    Change vs previous 13F +1,906 shares

    0.19% of the 13F portfolio, value $2,696,820.

    13F-HR 0001420506-25-000024 filed by COURIER CAPITAL 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 4,810 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,805,578.

    13F-HR 0001420506-24-002168 filed by COURIER CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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