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COURIER CAPITAL LLC: IWP position timeline

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

COURIER CAPITAL LLC held 32,976 IWP 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 32,976 shares
    Change vs previous 13F +29 shares

    0.24% of the 13F portfolio, value $4,828,029.

    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 32,947 shares
    Change vs previous 13F +11 shares

    0.24% of the 13F portfolio, value $4,221,127.

    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 32,936 shares
    Change vs previous 13F -678 shares

    0.25% of the 13F portfolio, value $4,510,242.

    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 33,614 shares
    Change vs previous 13F -46 shares

    0.27% of the 13F portfolio, value $4,786,949.

    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 33,660 shares
    Change vs previous 13F -194 shares

    0.28% of the 13F portfolio, value $4,667,906.

    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 33,854 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $3,977,506.

    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 33,854 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $4,290,995.

    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 33,854 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $3,970,736.

    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).