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Disclosery

FAS Wealth Partners, Inc.: IWR position timeline

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

FAS Wealth Partners, Inc. held 30,827 IWR shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,827 shares
    Change vs previous 13F +517 shares

    0.18% of the 13F portfolio, value $3,400,785.

    13F-HR 0001398344-26-012965 filed by FAS Wealth Partners, Inc.
    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 30,310 shares
    Change vs previous 13F +458 shares

    0.18% of the 13F portfolio, value $2,947,076.

    13F-HR 0001398344-26-010659 filed by FAS Wealth Partners, Inc.
    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 29,852 shares
    Change vs previous 13F -927 shares

    0.19% of the 13F portfolio, value $2,873,854.

    13F-HR 0001398344-26-003331 filed by FAS Wealth Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 30,779 shares
    Change vs previous 13F -379 shares

    0.2% of the 13F portfolio, value $2,971,749.

    13F-HR 0001398344-25-019940 filed by FAS Wealth Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 31,158 shares
    Change vs previous 13F +754 shares

    0.21% of the 13F portfolio, value $2,865,564.

    13F-HR 0001398344-25-015492 filed by FAS Wealth Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 30,404 shares
    Change vs previous 13F +570 shares

    0.21% of the 13F portfolio, value $2,586,439.

    13F-HR 0001398344-25-008635 filed by FAS Wealth Partners, Inc.
    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 29,834 shares
    Change vs previous 13F -577 shares

    0.22% of the 13F portfolio, value $2,637,348.

    13F-HR 0001398344-25-002948 filed by FAS Wealth Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 30,411 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $2,680,384.

    13F-HR 0001398344-24-018955 filed by FAS Wealth Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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