Global Wealth Strategies & Associates: IWP position timeline

Global Wealth Strategies & Associates held 5,130 IWP shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 5,130 shares

   Change vs previous 13F -80 shares

   0.13% of the 13F portfolio, value $706,340.

   13F-HR 0001912297-26-000005 filed by Global Wealth Strategies & Associates
   Accepted 2026-10-01 22:46:24 UTC, ingested 2026-10-06 10:18:46 UTC

2. period ended2026-06-30

   13F 5,210 shares

   Change vs previous 13F -108 shares

   0.14% of the 13F portfolio, value $762,824.

   13F-HR 0001912297-26-000003 filed by Global Wealth Strategies & Associates
   Filed 2026-07-01 (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).

3. period ended2026-03-31

   13F 5,318 shares

   Change vs previous 13F +12 shares

   0.17% of the 13F portfolio, value $681,362.

   13F-HR 0001912297-26-000002 filed by Global Wealth Strategies & Associates
   Filed 2026-04-03 (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).

4. period ended2025-12-31

   13F 5,306 shares

   Change vs previous 13F -382 shares

   0.18% of the 13F portfolio, value $726,623.

   13F-HR 0001912297-26-000001 filed by Global Wealth Strategies & Associates
   Filed 2026-01-02 (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).

5. period ended2025-09-30

   13F 5,688 shares

   Change vs previous 13F -264 shares

   0.21% of the 13F portfolio, value $810,043.

   13F-HR 0001912297-25-000006 filed by Global Wealth Strategies & Associates
   Filed 2025-10-02 (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).

6. period ended2025-06-30

   13F 5,952 shares

   Change vs previous 13F -142 shares

   0.24% of the 13F portfolio, value $825,444.

   13F-HR 0001912297-25-000004 filed by Global Wealth Strategies & Associates
   Filed 2025-07-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

7. period ended2025-03-31

   13F 6,094 shares

   Change vs previous 13F -183 shares

   0.22% of the 13F portfolio, value $715,995.

   13F-HR 0001912297-25-000003 filed by Global Wealth Strategies & Associates
   Filed 2025-04-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

8. period ended2024-12-31

   13F 6,277 shares

   Change vs previous 13F not available

   0.25% of the 13F portfolio, value $795,616.

   13F-HR 0001912297-25-000001 filed by Global Wealth Strategies & Associates
   Filed 2025-01-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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