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COURIER CAPITAL LLC: IWR position timeline

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

COURIER CAPITAL LLC held 38,200 IWR 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 38,200 shares
    Change vs previous 13F +2,408 shares

    0.21% of the 13F portfolio, value $4,214,212.

    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 35,792 shares
    Change vs previous 13F -5 shares

    0.19% of the 13F portfolio, value $3,480,085.

    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 35,797 shares
    Change vs previous 13F +55 shares

    0.19% of the 13F portfolio, value $3,446,130.

    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 35,742 shares
    Change vs previous 13F +91 shares

    0.2% of the 13F portfolio, value $3,450,902.

    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 35,651 shares
    Change vs previous 13F +459 shares

    0.2% of the 13F portfolio, value $3,278,866.

    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 35,192 shares
    Change vs previous 13F +2,912 shares

    0.2% of the 13F portfolio, value $2,993,804.

    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 32,280 shares
    Change vs previous 13F -138 shares

    0.2% of the 13F portfolio, value $2,853,574.

    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 32,418 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $2,857,288.

    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).