Dechtman Wealth Management, LLC: IWR position timeline

Dechtman Wealth Management, LLC held 4,217 IWR shares at 2024-12-31 per its 13F-HR filed 2025-02-12.

the latest 13F is the newest step

1. period ended2024-12-31

   13F 4,217 shares

   Change vs previous 13F -665 shares

   0.07% of the 13F portfolio, value $372,763.

   13F-HR 0001992316-25-000001 filed by Dechtman Wealth Management, LLC
   Filed 2025-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

2. period ended2024-09-30

   13F 4,882 shares

   Change vs previous 13F -43 shares

   0.09% of the 13F portfolio, value $430,267.

   13F-HR 0001992316-24-000007 filed by Dechtman Wealth Management, LLC
   Filed 2024-10-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

3. period ended2024-06-30

   13F 4,925 shares

   Change vs previous 13F -2,271 shares

   0.09% of the 13F portfolio, value $399,318.

   13F-HR 0001992316-24-000004 filed by Dechtman Wealth Management, LLC
   Filed 2024-07-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

4. period ended2024-03-31

   13F/A 7,196 shares

   Change vs previous 13F -430 shares

   0.14% of the 13F portfolio, value $605,139.

   13F-HR/A 0001992316-24-000003 filed by Dechtman Wealth Management, LLC
   Filed 2024-04-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

5. period ended2023-12-31

   13F 7,626 shares

   Change vs previous 13F -1,128 shares

   0.16% of the 13F portfolio, value $592,000.

   13F-HR 0001992316-24-000001 filed by Dechtman Wealth Management, LLC
   Filed 2024-01-19 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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

6. period ended2023-09-30

   13F 8,754 shares

   Change vs previous 13F -567 shares

   0.18% of the 13F portfolio, value $606,000.

   13F-HR 0001992316-23-000004 filed by Dechtman Wealth Management, LLC
   Filed 2023-10-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

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

7. period ended2023-06-30

   13F 9,321 shares

   Change vs previous 13F not available

   0.2% of the 13F portfolio, value $680,746.

   13F-HR 0001992316-23-000003 filed by Dechtman Wealth Management, LLC
   Filed 2023-09-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

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