Skip to content

COURIER CAPITAL LLC: IWO position timeline

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

COURIER CAPITAL LLC held 49,719 IWO 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 49,719 shares
    Change vs previous 13F +631 shares

    0.98% of the 13F portfolio, value $19,587,150.

    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 49,088 shares
    Change vs previous 13F +1,288 shares

    0.86% of the 13F portfolio, value $15,404,236.

    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 47,800 shares
    Change vs previous 13F +885 shares

    0.87% of the 13F portfolio, value $15,440,038.

    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 46,915 shares
    Change vs previous 13F +823 shares

    0.86% of the 13F portfolio, value $15,014,753.

    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 46,092 shares
    Change vs previous 13F +754 shares

    0.8% of the 13F portfolio, value $13,175,826.

    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 45,338 shares
    Change vs previous 13F +610 shares

    0.76% of the 13F portfolio, value $11,585,245.

    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 44,728 shares
    Change vs previous 13F +97 shares

    0.89% of the 13F portfolio, value $12,873,757.

    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 44,631 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $12,675,234.

    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).