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FLP Wealth Management, LLC: IWX position timeline

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

FLP Wealth Management, LLC held 14,238 IWX shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,238 shares
    Change vs previous 13F +2,467 shares

    2.66% of the 13F portfolio, value $1,497,270.

    13F-HR 0002052024-26-000001 filed by FLP Wealth 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/A 11,771 shares
    Change vs previous 13F +1,106 shares

    2.25% of the 13F portfolio, value $1,090,815.

    13F-HR/A 0001214659-26-005188 filed by FLP Wealth 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/A 10,665 shares
    Change vs previous 13F +2,228 shares

    2.32% of the 13F portfolio, value $979,716.

    13F-HR/A 0001214659-26-005185 filed by FLP Wealth 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/A 8,437 shares
    Change vs previous 13F +1,263 shares

    2.09% of the 13F portfolio, value $741,419.

    13F-HR/A 0001214659-25-015280 filed by FLP Wealth 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 7,174 shares
    Change vs previous 13F +1,129 shares

    1.7% of the 13F portfolio, value $603,943.

    13F-HR 0001214659-25-014443 filed by FLP Wealth 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 6,045 shares
    Change vs previous 13F +468 shares

    1.58% of the 13F portfolio, value $496,777.

    13F-HR 0001214659-25-010410 filed by FLP Wealth 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 5,577 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $440,756.

    13F-HR 0001214659-25-010331 filed by FLP Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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