Skip to content
Disclosery

Evensky & Katz LLC: IWR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Evensky & Katz LLC on IWR, newest first. How the timeline and the estimate are built.

Evensky & Katz LLC held 20,831 IWR shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,831 shares
    Change vs previous 13F +40 shares

    0.12% of the 13F portfolio, value $2,298,000.

    13F-HR 0001357867-26-000008 filed by Evensky & Katz 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 20,791 shares
    Change vs previous 13F -4,006 shares

    0.11% of the 13F portfolio, value $2,021,000.

    13F-HR 0001357867-26-000006 filed by Evensky & Katz 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 24,797 shares
    Change vs previous 13F +23 shares

    0.13% of the 13F portfolio, value $2,387,000.

    13F-HR 0001357867-26-000003 filed by Evensky & Katz 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 24,774 shares
    Change vs previous 13F -842 shares

    0.14% of the 13F portfolio, value $2,392,000.

    13F-HR 0001357867-25-000011 filed by Evensky & Katz 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 25,616 shares
    Change vs previous 13F -12 shares

    0.14% of the 13F portfolio, value $2,356,000.

    13F-HR 0001357867-25-000005 filed by Evensky & Katz 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 25,628 shares
    Change vs previous 13F -67 shares

    0.15% of the 13F portfolio, value $2,180,000.

    13F-HR 0001357867-25-000004 filed by Evensky & Katz 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 25,695 shares
    Change vs previous 13F +81 shares

    0.15% of the 13F portfolio, value $2,271,000.

    13F-HR 0001357867-25-000003 filed by Evensky & Katz 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 25,614 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $2,258,000.

    13F-HR 0001357867-24-000006 filed by Evensky & Katz LLC
    Filed (acceptance time not in the bulk data set), ingested

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