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FIDUCIARY ADVISORS, INC.: IWR position timeline

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

FIDUCIARY ADVISORS, INC. held 5,288 IWR shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,288 shares
    Change vs previous 13F +14 shares

    0.39% of the 13F portfolio, value $583,409.

    13F-HR 0002047030-26-000003 filed by FIDUCIARY ADVISORS, 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 5,274 shares
    Change vs previous 13F -30 shares

    0.39% of the 13F portfolio, value $512,817.

    13F-HR 0002047030-26-000002 filed by FIDUCIARY ADVISORS, 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 5,304 shares
    Change vs previous 13F +21 shares

    0.39% of the 13F portfolio, value $510,622.

    13F-HR 0002047030-26-000001 filed by FIDUCIARY ADVISORS, 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 5,283 shares
    Change vs previous 13F +1,492 shares

    0.41% of the 13F portfolio, value $510,034.

    13F-HR 0002047030-25-000010 filed by FIDUCIARY ADVISORS, 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 3,791 shares
    Change vs previous 13F +3,180 shares

    0.31% of the 13F portfolio, value $348,684.

    13F-HR 0002047030-25-000007 filed by FIDUCIARY ADVISORS, 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 611 shares
    Change vs previous 13F +2 shares

    0.05% of the 13F portfolio, value $51,994.

    13F-HR 0002047030-25-000004 filed by FIDUCIARY ADVISORS, 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 609 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $53,864.

    13F-HR 0002047030-25-000002 filed by FIDUCIARY ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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