Foster Victor Wealth Advisors, LLC: IWR position timeline

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

Foster Victor Wealth Advisors, LLC held 4,767 IWR shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

period ended2026-06-30
13F 4,767 shares
Change vs previous 13F -120 shares
0.03% of the 13F portfolio, value $523,454.
13F-HR 0001769063-26-000003 filed by Foster Victor Wealth Advisors, LLC
Filed 2026-07-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 4,887 shares
Change vs previous 13F not available
0.03% of the 13F portfolio, value $500,754.
13F-HR 0001769063-26-000002 filed by Foster Victor Wealth Advisors, LLC
Filed 2026-04-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).