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Disclosery

Fischer Financial Services, Inc.: IWY position timeline

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

Fischer Financial Services, Inc. held 85,786 IWY shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 85,786 shares
    Change vs previous 13F +542 shares

    6.26% of the 13F portfolio, value $24,932,927.

    13F-HR 0002063364-26-000295 filed by Fischer Financial Services, 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 85,244 shares
    Change vs previous 13F +1,620 shares

    7.13% of the 13F portfolio, value $21,211,592.

    13F-HR 0002063364-26-000130 filed by Fischer Financial Services, 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 83,624 shares
    Change vs previous 13F +342 shares

    6.13% of the 13F portfolio, value $23,158,058.

    13F-HR 0002063364-26-000058 filed by Fischer Financial Services, 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 83,282 shares
    Change vs previous 13F -43 shares

    6.14% of the 13F portfolio, value $22,793,392.

    13F-HR 0002063364-25-000246 filed by Fischer Financial Services, 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 83,325 shares
    Change vs previous 13F +3,321 shares

    6.04% of the 13F portfolio, value $20,535,590.

    13F-HR 0002063364-25-000143 filed by Fischer Financial Services, 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 80,004 shares
    Change vs previous 13F +3,394 shares

    5.44% of the 13F portfolio, value $16,877,881.

    13F-HR 0002063364-25-000077 filed by Fischer Financial Services, 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 76,610 shares
    Change vs previous 13F not available

    5.68% of the 13F portfolio, value $18,022,139.

    13F-HR 0002063364-25-000023 filed by Fischer Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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