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Disclosery

Full Sail Capital, LLC: IWR position timeline

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

Full Sail Capital, LLC held 92,219 IWR shares at 2025-09-30 per its 13F-HR filed 2025-11-14.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 92,219 shares
    Change vs previous 13F -3,769 shares

    0.49% of the 13F portfolio, value $8,903,744.

    13F-HR 0001757617-25-000003 filed by Full Sail Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 95,988 shares
    Change vs previous 13F +15,133 shares

    0.51% of the 13F portfolio, value $8,828,016.

    13F-HR 0001765380-25-000376 filed by Full Sail Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 80,855 shares
    Change vs previous 13F -2,039 shares

    0.44% of the 13F portfolio, value $6,878,335.

    13F-HR 0001765380-25-000233 filed by Full Sail Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 82,894 shares
    Change vs previous 13F -5,126 shares

    0.47% of the 13F portfolio, value $7,327,829.

    13F-HR 0001765380-25-000105 filed by Full Sail Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 88,020 shares
    Change vs previous 13F -949 shares

    0.5% of the 13F portfolio, value $7,758,083.

    13F-HR 0001765380-24-000453 filed by Full Sail Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 88,969 shares
    Change vs previous 13F -5,039 shares

    0.49% of the 13F portfolio, value $7,213,606.

    13F-HR 0001765380-24-000363 filed by Full Sail Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 94,008 shares
    Change vs previous 13F -198 shares

    0.55% of the 13F portfolio, value $7,905,133.

    13F-HR 0001765380-24-000223 filed by Full Sail Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 94,206 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $7,322,633.

    13F-HR 0001765380-24-000116 filed by Full Sail Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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