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Csenge Advisory Group: IWX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Csenge Advisory Group on IWX, newest first. How the timeline and the estimate are built.

Csenge Advisory Group held 52,901 IWX shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 52,901 shares
    Change vs previous 13F -225 shares

    0.23% of the 13F portfolio, value $5,563,035.

    13F-HR 0001715593-26-000003 filed by Csenge Advisory Group
    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 53,126 shares
    Change vs previous 13F -4,131 shares

    0.23% of the 13F portfolio, value $4,923,225.

    13F-HR 0001715593-26-000002 filed by Csenge Advisory Group
    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 57,257 shares
    Change vs previous 13F -733 shares

    0.24% of the 13F portfolio, value $5,259,613.

    13F-HR 0001715593-26-000001 filed by Csenge Advisory Group
    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 57,990 shares
    Change vs previous 13F +2,212 shares

    0.24% of the 13F portfolio, value $5,096,123.

    13F-HR 0001715593-25-000005 filed by Csenge Advisory Group
    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 55,778 shares
    Change vs previous 13F -116 shares

    0.24% of the 13F portfolio, value $4,566,003.

    13F-HR 0001085146-25-004565 filed by Csenge Advisory Group
    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 55,894 shares
    Change vs previous 13F +460 shares

    0.24% of the 13F portfolio, value $4,306,068.

    13F-HR 0001085146-25-002596 filed by Csenge Advisory Group
    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 55,434 shares
    Change vs previous 13F -6,313 shares

    0.24% of the 13F portfolio, value $4,380,917.

    13F-HR 0001085146-25-000645 filed by Csenge Advisory Group
    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 61,747 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $5,083,654.

    13F-HR 0001715593-24-000005 filed by Csenge Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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