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Disclosery

ELLERSON GROUP INC /ADV: IWP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ELLERSON GROUP INC /ADV on IWP, newest first. How the timeline and the estimate are built.

ELLERSON GROUP INC /ADV held 5,649 IWP shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,649 shares
    Change vs previous 13F -165 shares

    0.49% of the 13F portfolio, value $827,070.

    13F-HR 0000935570-26-000003 filed by ELLERSON GROUP INC /ADV
    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 5,814 shares
    Change vs previous 13F 0 shares

    0.49% of the 13F portfolio, value $744,890.

    13F-HR 0000935570-26-000002 filed by ELLERSON GROUP INC /ADV
    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 5,814 shares
    Change vs previous 13F -15,592 shares

    0.54% of the 13F portfolio, value $796,169.

    13F-HR 0000935570-26-000001 filed by ELLERSON GROUP INC /ADV
    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 21,406 shares
    Change vs previous 13F 0 shares

    1.9% of the 13F portfolio, value $3,048,428.

    13F-HR 0000935570-25-000006 filed by ELLERSON GROUP INC /ADV
    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/A 21,406 shares
    Change vs previous 13F -2,888 shares

    2.09% of the 13F portfolio, value $2,968,584.

    13F-HR/A 0000935570-25-000005 filed by ELLERSON GROUP INC /ADV
    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 24,294 shares
    Change vs previous 13F -2,684 shares

    2.27% of the 13F portfolio, value $2,854,303.

    13F-HR 0000935570-25-000002 filed by ELLERSON GROUP INC /ADV
    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 26,978 shares
    Change vs previous 13F +15,911 shares

    2.5% of the 13F portfolio, value $3,419,462.

    13F-HR 0000935570-25-000001 filed by ELLERSON GROUP INC /ADV
    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 11,067 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $1,298,048.

    13F-HR 0000935570-24-000004 filed by ELLERSON GROUP INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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