Galvin, Gaustad & Stein, LLC: IWO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Galvin, Gaustad & Stein, LLC on IWO, newest first. How the timeline and the estimate are built.

Galvin, Gaustad & Stein, LLC held 669 IWO shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

period ended2026-09-30
13F 669 shares
Change vs previous 13F 0 shares
0.02% of the 13F portfolio, value $238,913.
13F-HR 0001172661-26-004437 filed by Galvin, Gaustad & Stein, LLC
Accepted 2026-10-08 17:16:53 UTC, ingested 2026-10-08 17:17:53 UTC
period ended2026-06-30
13F 669 shares
Change vs previous 13F 0 shares
0.02% of the 13F portfolio, value $263,722.
13F-HR 0001172661-26-002918 filed by Galvin, Gaustad & Stein, LLC
Filed 2026-07-29 (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 669 shares
Change vs previous 13F -71 shares
0.02% of the 13F portfolio, value $210,068.
13F-HR 0001172661-26-001932 filed by Galvin, Gaustad & Stein, LLC
Filed 2026-05-14 (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).
period ended2025-12-31
13F 740 shares
Change vs previous 13F +61 shares
0.02% of the 13F portfolio, value $238,880.
13F-HR 0001172661-26-000291 filed by Galvin, Gaustad & Stein, LLC
Filed 2026-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 679 shares
Change vs previous 13F not available
0.02% of the 13F portfolio, value $217,284.
13F-HR 0001172661-25-004383 filed by Galvin, Gaustad & Stein, LLC
Filed 2025-10-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).