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FLORIDA FINANCIAL ADVISORS, LLC: IWY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FLORIDA FINANCIAL ADVISORS, LLC on IWY, newest first. How the timeline and the estimate are built.

FLORIDA FINANCIAL ADVISORS, LLC held 13,437 IWY shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,437 shares
    Change vs previous 13F +306 shares

    0.66% of the 13F portfolio, value $3,905,156.

    13F-HR 0002050972-26-000006 filed by FLORIDA FINANCIAL ADVISORS, 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 13,131 shares
    Change vs previous 13F +208 shares

    0.78% of the 13F portfolio, value $3,267,691.

    13F-HR 0002050972-26-000004 filed by FLORIDA FINANCIAL ADVISORS, 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 12,923 shares
    Change vs previous 13F -515 shares

    0.97% of the 13F portfolio, value $3,579,401.

    13F-HR 0002050972-26-000002 filed by FLORIDA FINANCIAL ADVISORS, 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 13,438 shares
    Change vs previous 13F -1,865 shares

    1.14% of the 13F portfolio, value $3,677,643.

    13F-HR 0002050972-25-000016 filed by FLORIDA FINANCIAL ADVISORS, 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 15,303 shares
    Change vs previous 13F -1,213 shares

    1.25% of the 13F portfolio, value $3,772,306.

    13F-HR/A 0002050972-25-000010 filed by FLORIDA FINANCIAL ADVISORS, 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 16,516 shares
    Change vs previous 13F -1,330 shares

    1.37% of the 13F portfolio, value $3,483,934.

    13F-HR 0002050972-25-000007 filed by FLORIDA FINANCIAL ADVISORS, 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 17,846 shares
    Change vs previous 13F +924 shares

    1.88% of the 13F portfolio, value $4,198,693.

    13F-HR 0002050972-25-000006 filed by FLORIDA FINANCIAL ADVISORS, 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 16,922 shares
    Change vs previous 13F not available

    1.92% of the 13F portfolio, value $3,723,630.

    13F-HR 0002050972-25-000005 filed by FLORIDA FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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