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Disclosery

Finley Financial, LLC: IWC position timeline

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

Finley Financial, LLC held 32,170 IWC shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,170 shares
    Change vs previous 13F -80 shares

    2.59% of the 13F portfolio, value $6,435,287.

    13F-HR 0002047823-26-000003 filed by Finley Financial, LLC
    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 32,250 shares
    Change vs previous 13F -200 shares

    2.41% of the 13F portfolio, value $5,147,423.

    13F-HR 0002047823-26-000002 filed by Finley Financial, LLC
    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 32,450 shares
    Change vs previous 13F -695 shares

    2.34% of the 13F portfolio, value $5,117,365.

    13F-HR 0002047823-26-000001 filed by Finley Financial, LLC
    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 33,145 shares
    Change vs previous 13F -195 shares

    2.29% of the 13F portfolio, value $4,941,588.

    13F-HR 0002047823-25-000006 filed by Finley Financial, LLC
    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 33,340 shares
    Change vs previous 13F -1,040 shares

    2.14% of the 13F portfolio, value $4,256,184.

    13F-HR 0002047823-25-000005 filed by Finley Financial, LLC
    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 34,380 shares
    Change vs previous 13F +225 shares

    2.13% of the 13F portfolio, value $3,829,588.

    13F-HR 0002047823-25-000002 filed by Finley Financial, LLC
    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 34,155 shares
    Change vs previous 13F not available

    2.3% of the 13F portfolio, value $4,412,132.

    13F-HR 0002047823-25-000001 filed by Finley Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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