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Dominguez Wealth Management Solutions, Inc.: IWR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Dominguez Wealth Management Solutions, Inc. on IWR, newest first. How the timeline and the estimate are built.

Dominguez Wealth Management Solutions, Inc. held 13,583 IWR 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 13,583 shares
    Change vs previous 13F -144 shares

    0.8% of the 13F portfolio, value $1,449,417.

    13F-HR 0001881335-26-000005 filed by Dominguez Wealth Management Solutions, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 13,727 shares
    Change vs previous 13F -101 shares

    0.83% of the 13F portfolio, value $1,514,325.

    13F-HR 0001881335-26-000003 filed by Dominguez Wealth Management Solutions, 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 13,828 shares
    Change vs previous 13F -25 shares

    0.81% of the 13F portfolio, value $1,344,461.

    13F-HR 0001881335-26-000002 filed by Dominguez Wealth Management Solutions, 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 13,853 shares
    Change vs previous 13F +129 shares

    0.82% of the 13F portfolio, value $1,333,663.

    13F-HR 0001881335-26-000001 filed by Dominguez Wealth Management Solutions, 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 13,724 shares
    Change vs previous 13F +15 shares

    0.84% of the 13F portfolio, value $1,325,050.

    13F-HR 0001881335-25-000007 filed by Dominguez Wealth Management Solutions, 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 13,709 shares
    Change vs previous 13F -89 shares

    0.88% of the 13F portfolio, value $1,260,795.

    13F-HR 0001881335-25-000005 filed by Dominguez Wealth Management Solutions, 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 13,798 shares
    Change vs previous 13F +13 shares

    0.86% of the 13F portfolio, value $1,173,821.

    13F-HR 0001881335-25-000004 filed by Dominguez Wealth Management Solutions, 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 13,785 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $1,218,626.

    13F-HR 0001881335-25-000001 filed by Dominguez Wealth Management Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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