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Disclosery

Fingerlakes Wealth Management, Inc.: IWY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Fingerlakes Wealth Management, Inc. on IWY, newest first. How the timeline and the estimate are built.

Fingerlakes Wealth Management, Inc. held 9,468 IWY 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 9,468 shares
    Change vs previous 13F +1,011 shares

    1.48% of the 13F portfolio, value $2,751,657.

    13F-HR 0001910248-26-000003 filed by Fingerlakes Wealth Management, 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 8,457 shares
    Change vs previous 13F +450 shares

    1.4% of the 13F portfolio, value $2,104,340.

    13F-HR 0001910248-26-000002 filed by Fingerlakes Wealth Management, 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 8,007 shares
    Change vs previous 13F +928 shares

    1.41% of the 13F portfolio, value $2,217,388.

    13F-HR 0001910248-26-000001 filed by Fingerlakes Wealth Management, 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 7,079 shares
    Change vs previous 13F +1,480 shares

    1.26% of the 13F portfolio, value $1,937,212.

    13F-HR 0001910248-25-000002 filed by Fingerlakes Wealth Management, 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 5,599 shares
    Change vs previous 13F +1,256 shares

    1.03% of the 13F portfolio, value $1,380,204.

    13F-HR 0001085146-25-004321 filed by Fingerlakes Wealth Management, 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 4,343 shares
    Change vs previous 13F +1,680 shares

    0.78% of the 13F portfolio, value $916,105.

    13F-HR 0001085146-25-002504 filed by Fingerlakes Wealth Management, 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 2,663 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $626,554.

    13F-HR 0001085146-25-000672 filed by Fingerlakes Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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