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Disclosery

Glassman Wealth Services: IWR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Glassman Wealth Services on IWR, newest first. How the timeline and the estimate are built.

Glassman Wealth Services held 8,397 IWR shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,397 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $926,357.

    13F-HR 0001642160-26-000005 filed by Glassman Wealth Services
    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 8,397 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $816,440.

    13F-HR 0001642160-26-000003 filed by Glassman Wealth Services
    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 8,397 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $808,379.

    13F-HR 0001642160-26-000001 filed by Glassman Wealth Services
    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 8,397 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $810,730.

    13F-HR 0001642160-25-000008 filed by Glassman Wealth Services
    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 8,397 shares
    Change vs previous 13F -52 shares

    0.12% of the 13F portfolio, value $772,272.

    13F-HR 0001642160-25-000007 filed by Glassman Wealth Services
    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 8,449 shares
    Change vs previous 13F +52 shares

    0.12% of the 13F portfolio, value $718,756.

    13F-HR 0001642160-25-000003 filed by Glassman Wealth Services
    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 8,397 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $742,295.

    13F-HR 0001642160-25-000002 filed by Glassman Wealth Services
    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 8,397 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $740,112.

    13F-HR 0001642160-24-000006 filed by Glassman Wealth Services
    Filed (acceptance time not in the bulk data set), ingested

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