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Flaharty Asset Management, LLC: IWO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Flaharty Asset Management, LLC on IWO, newest first. How the timeline and the estimate are built.

Flaharty Asset Management, LLC held 2,296 IWO 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 2,296 shares
    Change vs previous 13F -24,356 shares

    1.27% of the 13F portfolio, value $888,237.

    13F-HR 0001420506-26-001202 filed by Flaharty Asset Management, 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 26,652 shares
    Change vs previous 13F -854 shares

    1.04% of the 13F portfolio, value $8,363,702.

    13F-HR 0001420506-26-000797 filed by Flaharty Asset Management, 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 27,506 shares
    Change vs previous 13F -21,763 shares

    1.11% of the 13F portfolio, value $8,884,727.

    13F-HR 0001420506-26-000194 filed by Flaharty Asset Management, 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 49,269 shares
    Change vs previous 13F +956 shares

    2% of the 13F portfolio, value $15,780,092.

    13F-HR 0001420506-25-002978 filed by Flaharty Asset Management, 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/A 48,313 shares
    Change vs previous 13F +2,670 shares

    1.89% of the 13F portfolio, value $13,810,625.

    13F-HR/A 0001420506-25-003061 filed by Flaharty Asset Management, 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 45,643 shares
    Change vs previous 13F -4,172 shares

    1.68% of the 13F portfolio, value $11,663,031.

    13F-HR 0001420506-25-001330 filed by Flaharty Asset Management, 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 49,815 shares
    Change vs previous 13F -1,799 shares

    2.09% of the 13F portfolio, value $14,337,715.

    13F-HR 0001420506-25-000148 filed by Flaharty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 51,614 shares
    Change vs previous 13F not available

    2.06% of the 13F portfolio, value $14,658,241.

    13F-HR 0001420506-24-002140 filed by Flaharty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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