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Crumly & Associates Inc.: IWY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Crumly & Associates Inc. on IWY, newest first. How the timeline and the estimate are built.

Crumly & Associates Inc. held 40,090 IWY shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 40,090 shares
    Change vs previous 13F -136 shares

    2.1% of the 13F portfolio, value $11,822,887.

    13F-HR 0001759578-26-000008 filed by Crumly & Associates Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 40,226 shares
    Change vs previous 13F -782 shares

    2.24% of the 13F portfolio, value $11,690,426.

    13F-HR 0001759578-26-000007 filed by Crumly & Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 41,008 shares
    Change vs previous 13F -123 shares

    2.14% of the 13F portfolio, value $10,204,385.

    13F-HR 0001759578-26-000004 filed by Crumly & Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 41,131 shares
    Change vs previous 13F -71 shares

    2.39% of the 13F portfolio, value $11,390,768.

    13F-HR 0001759578-26-000002 filed by Crumly & Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 41,202 shares
    Change vs previous 13F -226 shares

    2.47% of the 13F portfolio, value $11,274,877.

    13F-HR 0001759578-25-000015 filed by Crumly & Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 41,428 shares
    Change vs previous 13F -152 shares

    2.49% of the 13F portfolio, value $10,212,371.

    13F-HR 0001759578-25-000012 filed by Crumly & Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 41,580 shares
    Change vs previous 13F -173 shares

    2.42% of the 13F portfolio, value $8,770,846.

    13F-HR 0001759578-25-000008 filed by Crumly & Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 41,753 shares
    Change vs previous 13F not available

    2.68% of the 13F portfolio, value $9,823,185.

    13F-HR 0001759578-25-000001 filed by Crumly & Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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