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Disclosery

Finley Financial, LLC: IWR position timeline

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

Finley Financial, LLC held 31,495 IWR 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 31,495 shares
    Change vs previous 13F 0 shares

    1.4% of the 13F portfolio, value $3,474,528.

    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 31,495 shares
    Change vs previous 13F 0 shares

    1.43% of the 13F portfolio, value $3,062,259.

    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 31,495 shares
    Change vs previous 13F -2,670 shares

    1.39% of the 13F portfolio, value $3,032,024.

    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 34,165 shares
    Change vs previous 13F +180 shares

    1.53% of the 13F portfolio, value $3,298,631.

    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 33,985 shares
    Change vs previous 13F -500 shares

    1.57% of the 13F portfolio, value $3,125,600.

    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 34,485 shares
    Change vs previous 13F 0 shares

    1.62% of the 13F portfolio, value $2,902,602.

    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 34,485 shares
    Change vs previous 13F not available

    1.62% of the 13F portfolio, value $3,112,616.

    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).