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Disclosery

Erickson Financial Group, LLC: IWO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Erickson Financial Group, LLC on IWO, newest first. How the timeline and the estimate are built.

Erickson Financial Group, LLC held 28,164 IWO 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 28,164 shares
    Change vs previous 13F +1,793 shares

    5.95% of the 13F portfolio, value $11,095,489.

    13F-HR 0001951757-26-001068 filed by Erickson Financial Group, LLC
    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 26,371 shares
    Change vs previous 13F +191 shares

    5.19% of the 13F portfolio, value $8,275,484.

    13F-HR 0001951757-26-000542 filed by Erickson Financial Group, LLC
    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 26,180 shares
    Change vs previous 13F -264 shares

    5.19% of the 13F portfolio, value $8,456,402.

    13F-HR 0001951757-26-000237 filed by Erickson Financial Group, LLC
    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 26,444 shares
    Change vs previous 13F -155 shares

    5.31% of the 13F portfolio, value $8,463,138.

    13F-HR 0001951757-25-001223 filed by Erickson Financial Group, LLC
    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 26,599 shares
    Change vs previous 13F -8,532 shares

    5.14% of the 13F portfolio, value $7,603,590.

    13F-HR 0001951757-25-001069 filed by Erickson Financial Group, LLC
    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 35,131 shares
    Change vs previous 13F -70 shares

    6.7% of the 13F portfolio, value $8,977,024.

    13F-HR 0001951757-25-000366 filed by Erickson Financial Group, LLC
    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 35,201 shares
    Change vs previous 13F -5 shares

    7.21% of the 13F portfolio, value $10,131,552.

    13F-HR 0001951757-25-000155 filed by Erickson Financial Group, LLC
    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 35,206 shares
    Change vs previous 13F not available

    7.16% of the 13F portfolio, value $9,998,504.

    13F-HR 0001951757-24-001191 filed by Erickson Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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