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FLP Wealth Management, LLC: IWY position timeline

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

FLP Wealth Management, LLC held 7,852 IWY 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 7,852 shares
    Change vs previous 13F +996 shares

    4.06% of the 13F portfolio, value $2,282,033.

    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 6,856 shares
    Change vs previous 13F +837 shares

    3.52% of the 13F portfolio, value $1,706,030.

    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 6,019 shares
    Change vs previous 13F +623 shares

    3.95% of the 13F portfolio, value $1,666,991.

    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 5,396 shares
    Change vs previous 13F +546 shares

    4.16% of the 13F portfolio, value $1,476,751.

    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 4,850 shares
    Change vs previous 13F +1,474 shares

    3.36% of the 13F portfolio, value $1,195,486.

    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 3,376 shares
    Change vs previous 13F +253 shares

    2.26% of the 13F portfolio, value $712,147.

    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 3,123 shares
    Change vs previous 13F not available

    1.88% of the 13F portfolio, value $734,654.

    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).