Skip to content
Disclosery

Financial Guidance Group, Inc.: IWS position timeline

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

Financial Guidance Group, Inc. held 8,103 IWS 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 8,103 shares
    Change vs previous 13F -1,513 shares

    0.5% of the 13F portfolio, value $1,333,706.

    13F-HR 0001929349-26-000008 filed by Financial Guidance Group, 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 9,616 shares
    Change vs previous 13F -125 shares

    0.56% of the 13F portfolio, value $1,401,471.

    13F-HR 0001929349-26-000004 filed by Financial Guidance Group, 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 9,741 shares
    Change vs previous 13F +1 shares

    0.56% of the 13F portfolio, value $1,373,934.

    13F-HR 0001929349-26-000002 filed by Financial Guidance Group, 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 9,740 shares
    Change vs previous 13F +1 shares

    0.61% of the 13F portfolio, value $1,360,393.

    13F-HR 0001929349-25-000005 filed by Financial Guidance Group, 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 9,739 shares
    Change vs previous 13F -155 shares

    0.63% of the 13F portfolio, value $1,286,969.

    13F-HR 0001085146-25-004235 filed by Financial Guidance Group, 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 9,894 shares
    Change vs previous 13F +1 shares

    0.67% of the 13F portfolio, value $1,246,329.

    13F-HR 0001085146-25-002270 filed by Financial Guidance Group, 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 9,893 shares
    Change vs previous 13F -251 shares

    0.7% of the 13F portfolio, value $1,279,603.

    13F-HR 0001085146-25-000604 filed by Financial Guidance Group, 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 10,144 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $1,341,498.

    13F-HR 0001085146-24-005072 filed by Financial Guidance Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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