Fingerlakes Wealth Management, Inc.: IWR position timeline

Fingerlakes Wealth Management, Inc. held 2,529 IWR shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 2,529 shares

   Change vs previous 13F +7 shares

   0.15% of the 13F portfolio, value $278,955.

   13F-HR 0001910248-26-000003 filed by Fingerlakes Wealth Management, Inc.
   Filed 2026-07-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 2,522 shares

   Change vs previous 13F -67 shares

   0.16% of the 13F portfolio, value $245,200.

   13F-HR 0001910248-26-000002 filed by Fingerlakes Wealth Management, Inc.
   Filed 2026-04-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 2,589 shares

   Change vs previous 13F +395 shares

   0.16% of the 13F portfolio, value $249,263.

   13F-HR 0001910248-26-000001 filed by Fingerlakes Wealth Management, Inc.
   Filed 2026-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 2,194 shares

   Change vs previous 13F +5 shares

   0.14% of the 13F portfolio, value $211,851.

   13F-HR 0001910248-25-000002 filed by Fingerlakes Wealth Management, Inc.
   Filed 2025-10-24 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 2,189 shares

   Change vs previous 13F not available

   0.15% of the 13F portfolio, value $201,315.

   13F-HR 0001085146-25-004321 filed by Fingerlakes Wealth Management, Inc.
   Filed 2025-07-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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