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Disclosery

Ellenbecker Investment Group: IWR position timeline

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

Ellenbecker Investment Group held 22,083 IWR shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,083 shares
    Change vs previous 13F -318 shares

    0.28% of the 13F portfolio, value $2,436,237.

    13F-HR 0001731497-26-000005 filed by Ellenbecker Investment 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 22,401 shares
    Change vs previous 13F -278 shares

    0.29% of the 13F portfolio, value $2,178,055.

    13F-HR 0001731497-26-000002 filed by Ellenbecker Investment 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 22,679 shares
    Change vs previous 13F -210 shares

    0.31% of the 13F portfolio, value $2,183,339.

    13F-HR 0001731497-26-000001 filed by Ellenbecker Investment 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 22,889 shares
    Change vs previous 13F +38 shares

    0.33% of the 13F portfolio, value $2,210,008.

    13F-HR 0001731497-25-000007 filed by Ellenbecker Investment 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 22,851 shares
    Change vs previous 13F -884 shares

    0.34% of the 13F portfolio, value $2,101,615.

    13F-HR 0001731497-25-000004 filed by Ellenbecker Investment 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 23,735 shares
    Change vs previous 13F -268 shares

    0.36% of the 13F portfolio, value $2,019,140.

    13F-HR 0001731497-25-000003 filed by Ellenbecker Investment 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 24,003 shares
    Change vs previous 13F -193 shares

    0.38% of the 13F portfolio, value $2,121,898.

    13F-HR 0001731497-25-000001 filed by Ellenbecker Investment 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 24,196 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $2,132,689.

    13F-HR 0001731497-24-000006 filed by Ellenbecker Investment Group
    Filed (acceptance time not in the bulk data set), ingested

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