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Frank, Rimerman Advisors LLC: IWC position timeline

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

Frank, Rimerman Advisors LLC held 47,005 IWC shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,005 shares
    Change vs previous 13F -163 shares

    0.53% of the 13F portfolio, value $9,402,887.

    13F-HR 0001172661-26-002823 filed by Frank, Rimerman 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 47,168 shares
    Change vs previous 13F -1,593 shares

    0.49% of the 13F portfolio, value $7,528,490.

    13F-HR 0001172661-26-001573 filed by Frank, Rimerman 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 48,761 shares
    Change vs previous 13F +1,664 shares

    0.49% of the 13F portfolio, value $7,689,615.

    13F-HR 0001172661-26-000203 filed by Frank, Rimerman 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 47,097 shares
    Change vs previous 13F -243 shares

    0.45% of the 13F portfolio, value $7,021,697.

    13F-HR 0001172661-25-004566 filed by Frank, Rimerman 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 47,340 shares
    Change vs previous 13F -8,189 shares

    0.41% of the 13F portfolio, value $6,043,429.

    13F-HR 0001172661-25-002995 filed by Frank, Rimerman 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 55,529 shares
    Change vs previous 13F -1,187 shares

    0.49% of the 13F portfolio, value $6,158,725.

    13F-HR 0001172661-25-001659 filed by Frank, Rimerman 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 56,716 shares
    Change vs previous 13F +1,652 shares

    0.54% of the 13F portfolio, value $7,394,637.

    13F-HR 0001172661-25-000600 filed by Frank, Rimerman 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 55,064 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $6,790,497.

    13F-HR 0001172661-24-004348 filed by Frank, Rimerman Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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