Daner Wealth Management, LLC: IPKW position timeline

Daner Wealth Management, LLC held 12,264 IPKW shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 12,264 shares

   Change vs previous 13F -523 shares

   0.41% of the 13F portfolio, value $753,570.

   13F-HR 0001956649-26-000003 filed by Daner Wealth Management, LLC
   Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 12,787 shares

   Change vs previous 13F +1,005 shares

   0.44% of the 13F portfolio, value $748,807.

   13F-HR 0001956649-26-000002 filed by Daner Wealth Management, LLC
   Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 11,782 shares

   Change vs previous 13F -139 shares

   0.43% of the 13F portfolio, value $706,055.

   13F-HR 0001956649-26-000001 filed by Daner Wealth Management, LLC
   Filed 2026-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 11,921 shares

   Change vs previous 13F -328 shares

   0.4% of the 13F portfolio, value $613,067.

   13F-HR 0001956649-25-000006 filed by Daner Wealth Management, LLC
   Filed 2025-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 12,249 shares

   Change vs previous 13F not available

   0.44% of the 13F portfolio, value $632,181.

   13F-HR 0001956649-25-000004 filed by Daner Wealth Management, LLC
   Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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