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Disclosery

Financial Advisory Corp: IWP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Financial Advisory Corp on IWP, newest first. How the timeline and the estimate are built.

Financial Advisory Corp held 743,948 IWP shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 743,948 shares
    Change vs previous 13F -39,057 shares

    14.44% of the 13F portfolio, value $108,921,428.

    13F-HR 0002085853-26-000681 filed by Financial Advisory Corp
    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 783,005 shares
    Change vs previous 13F +30,400 shares

    13.94% of the 13F portfolio, value $100,318,627.

    13F-HR 0002085853-26-000355 filed by Financial Advisory Corp
    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 752,605 shares
    Change vs previous 13F +11,167 shares

    14.99% of the 13F portfolio, value $103,061,702.

    13F-HR 0002085853-26-000103 filed by Financial Advisory Corp
    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 741,438 shares
    Change vs previous 13F -15,654 shares

    15.55% of the 13F portfolio, value $105,588,151.

    13F-HR 0002085853-25-000032 filed by Financial Advisory Corp
    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 757,092 shares
    Change vs previous 13F +21,072 shares

    16.11% of the 13F portfolio, value $104,993,507.

    13F-HR 0001667731-25-000781 filed by Financial Advisory Corp
    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 736,020 shares
    Change vs previous 13F +144 shares

    14.31% of the 13F portfolio, value $86,474,959.

    13F-HR 0001667731-25-000419 filed by Financial Advisory Corp
    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 735,876 shares
    Change vs previous 13F not available

    16.28% of the 13F portfolio, value $93,272,344.

    13F-HR 0001667731-25-000315 filed by Financial Advisory Corp
    Filed (acceptance time not in the bulk data set), ingested

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