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Finley Financial, LLC: IWN position timeline

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

Finley Financial, LLC held 15,540 IWN 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 15,540 shares
    Change vs previous 13F 0 shares

    1.38% of the 13F portfolio, value $3,437,448.

    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 15,540 shares
    Change vs previous 13F 0 shares

    1.38% of the 13F portfolio, value $2,946,229.

    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 15,540 shares
    Change vs previous 13F -530 shares

    1.29% of the 13F portfolio, value $2,816,003.

    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 16,070 shares
    Change vs previous 13F -50 shares

    1.31% of the 13F portfolio, value $2,841,337.

    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 16,120 shares
    Change vs previous 13F -290 shares

    1.28% of the 13F portfolio, value $2,543,091.

    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 16,410 shares
    Change vs previous 13F -195 shares

    1.33% of the 13F portfolio, value $2,394,055.

    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 16,605 shares
    Change vs previous 13F not available

    1.44% of the 13F portfolio, value $2,762,740.

    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).