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Frederick Financial Consultants, LLC: IWN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Frederick Financial Consultants, LLC on IWN, newest first. How the timeline and the estimate are built.

Frederick Financial Consultants, LLC held 7,625 IWN shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,625 shares
    Change vs previous 13F -1 shares

    0.72% of the 13F portfolio, value $1,686,650.

    13F-HR 0002055328-26-000003 filed by Frederick Financial Consultants, 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 7,626 shares
    Change vs previous 13F -72 shares

    0.72% of the 13F portfolio, value $1,445,813.

    13F-HR 0002055328-26-000002 filed by Frederick Financial Consultants, 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 7,698 shares
    Change vs previous 13F -141 shares

    0.76% of the 13F portfolio, value $1,395,019.

    13F-HR 0002055328-26-000001 filed by Frederick Financial Consultants, 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 7,839 shares
    Change vs previous 13F +1 shares

    0.78% of the 13F portfolio, value $1,386,026.

    13F-HR 0002055328-25-000006 filed by Frederick Financial Consultants, 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 7,838 shares
    Change vs previous 13F -44 shares

    0.77% of the 13F portfolio, value $1,236,499.

    13F-HR 0002055328-25-000003 filed by Frederick Financial Consultants, 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 7,882 shares
    Change vs previous 13F +2 shares

    0.86% of the 13F portfolio, value $1,189,968.

    13F-HR 0002055328-25-000002 filed by Frederick Financial Consultants, 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 7,880 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $1,293,737.

    13F-HR 0002055328-25-000001 filed by Frederick Financial Consultants, LLC
    Filed (acceptance time not in the bulk data set), ingested

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