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Disclosery

Financial Advisory Group: IWR position timeline

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

Financial Advisory Group held 35,328 IWR shares at 2024-03-31 per its 13F-HR filed 2024-05-10.

the latest 13F is the newest step

  1. period ended2024-03-31
    13F 35,328 shares
    Change vs previous 13F 0 shares

    0.52% of the 13F portfolio, value $2,970,732.

    13F-HR 0001539338-24-000004 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-12-31
    13F 35,328 shares
    Change vs previous 13F 0 shares

    0.52% of the 13F portfolio, value $2,746,045.

    13F-HR 0001539338-24-000002 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-09-30
    13F 35,328 shares
    Change vs previous 13F 0 shares

    0.5% of the 13F portfolio, value $2,446,464.

    13F-HR 0001539338-23-000009 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-06-30
    13F 35,328 shares
    Change vs previous 13F 0 shares

    0.51% of the 13F portfolio, value $2,580,004.

    13F-HR 0001539338-23-000006 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-03-31
    13F 35,328 shares
    Change vs previous 13F 0 shares

    0.5% of the 13F portfolio, value $2,470,134.

    13F-HR 0001539338-23-000005 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-12-31
    13F 35,328 shares
    Change vs previous 13F 0 shares

    0.51% of the 13F portfolio, value $2,383,000.

    13F-HR 0001539338-23-000001 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-09-30
    13F 35,328 shares
    Change vs previous 13F 0 shares

    0.49% of the 13F portfolio, value $2,196,000.

    13F-HR 0001539338-22-000005 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-06-30
    13F 35,328 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $2,284,000.

    13F-HR 0001539338-22-000004 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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