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Disclosery

Fox Financial, Inc: IWR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Fox Financial, Inc on IWR, newest first. How the timeline and the estimate are built.

Fox Financial, Inc held 157,843 IWR shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 157,843 shares
    Change vs previous 13F -119 shares

    12.13% of the 13F portfolio, value $17,413,191.

    13F-HR 0002085853-26-000928 filed by Fox Financial, Inc
    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 157,962 shares
    Change vs previous 13F +1,405 shares

    12.53% of the 13F portfolio, value $15,358,674.

    13F-HR 0002085853-26-000575 filed by Fox Financial, Inc
    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 156,557 shares
    Change vs previous 13F -877 shares

    12.02% of the 13F portfolio, value $15,071,786.

    13F-HR 0002085853-26-000221 filed by Fox Financial, Inc
    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 157,434 shares
    Change vs previous 13F -91 shares

    12.09% of the 13F portfolio, value $15,200,274.

    13F-HR 0002085853-25-000239 filed by Fox Financial, Inc
    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 157,525 shares
    Change vs previous 13F +1,768 shares

    12.25% of the 13F portfolio, value $14,487,620.

    13F-HR 0001667731-25-001063 filed by Fox Financial, Inc
    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 155,757 shares
    Change vs previous 13F +1,835 shares

    12.47% of the 13F portfolio, value $13,250,238.

    13F-HR 0001667731-25-000459 filed by Fox Financial, Inc
    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 153,922 shares
    Change vs previous 13F +18,690 shares

    12.29% of the 13F portfolio, value $13,606,738.

    13F-HR 0001667731-25-000111 filed by Fox Financial, Inc
    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 135,232 shares
    Change vs previous 13F not available

    10.39% of the 13F portfolio, value $11,919,332.

    13F-HR 0002004131-24-000004 filed by Fox Financial, Inc
    Filed (acceptance time not in the bulk data set), ingested

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