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Garden State Investment Advisory Services LLC: IWMI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Garden State Investment Advisory Services LLC on IWMI, newest first. How the timeline and the estimate are built.

Garden State Investment Advisory Services LLC held 60,325 IWMI shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 60,325 shares
    Change vs previous 13F +16,765 shares

    0.63% of the 13F portfolio, value $3,228,605.

    13F-HR 0001172661-26-003239 filed by Garden State Investment Advisory Services 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 43,560 shares
    Change vs previous 13F +16,155 shares

    0.49% of the 13F portfolio, value $2,064,813.

    13F-HR 0001172661-26-001823 filed by Garden State Investment Advisory Services 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 27,405 shares
    Change vs previous 13F +5,018 shares

    0.32% of the 13F portfolio, value $1,334,117.

    13F-HR 0001172661-26-001111 filed by Garden State Investment Advisory Services 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 22,387 shares
    Change vs previous 13F +7,585 shares

    0.28% of the 13F portfolio, value $1,087,450.

    13F-HR 0001172661-25-005079 filed by Garden State Investment Advisory Services 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 14,802 shares
    Change vs previous 13F +3,747 shares

    0.18% of the 13F portfolio, value $672,455.

    13F-HR 0001172661-25-003454 filed by Garden State Investment Advisory Services 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 11,055 shares
    Change vs previous 13F +4,700 shares

    0.15% of the 13F portfolio, value $482,551.

    13F-HR 0001172661-25-002081 filed by Garden State Investment Advisory Services 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 6,355 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $311,173.

    13F-HR 0001172661-25-000837 filed by Garden State Investment Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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