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Disclosery

COURIER CAPITAL LLC: IWN position timeline

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

COURIER CAPITAL LLC held 130,333 IWN 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 130,333 shares
    Change vs previous 13F -24,053 shares

    1.44% of the 13F portfolio, value $28,829,668.

    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 154,386 shares
    Change vs previous 13F +2,398 shares

    1.64% of the 13F portfolio, value $29,270,040.

    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 151,988 shares
    Change vs previous 13F +1,201 shares

    1.55% of the 13F portfolio, value $27,541,777.

    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 150,787 shares
    Change vs previous 13F +1,707 shares

    1.53% of the 13F portfolio, value $26,660,666.

    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 149,080 shares
    Change vs previous 13F +1,702 shares

    1.43% of the 13F portfolio, value $23,518,842.

    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 147,378 shares
    Change vs previous 13F +1,091 shares

    1.46% of the 13F portfolio, value $22,251,128.

    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 146,287 shares
    Change vs previous 13F +439 shares

    1.66% of the 13F portfolio, value $24,015,979.

    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 145,848 shares
    Change vs previous 13F not available

    1.67% of the 13F portfolio, value $24,330,407.

    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).