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Grey Ledge Advisors, LLC: IWO position timeline

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

Grey Ledge Advisors, LLC held 6,523 IWO shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,523 shares
    Change vs previous 13F -879 shares

    0.52% of the 13F portfolio, value $2,569,767.

    13F-HR 0001660694-26-000003 filed by Grey Ledge Advisors, 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 7,402 shares
    Change vs previous 13F +482 shares

    0.52% of the 13F portfolio, value $2,323,058.

    13F-HR 0001660694-26-000002 filed by Grey Ledge Advisors, 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 6,920 shares
    Change vs previous 13F +66 shares

    0.51% of the 13F portfolio, value $2,235,111.

    13F-HR 0001660694-26-000001 filed by Grey Ledge Advisors, 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 6,854 shares
    Change vs previous 13F +981 shares

    0.5% of the 13F portfolio, value $2,193,583.

    13F-HR 0001660694-25-000007 filed by Grey Ledge Advisors, 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 5,873 shares
    Change vs previous 13F -330 shares

    0.41% of the 13F portfolio, value $1,678,753.

    13F-HR 0001660694-25-000004 filed by Grey Ledge Advisors, 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 6,203 shares
    Change vs previous 13F +1,359 shares

    0.42% of the 13F portfolio, value $1,584,998.

    13F-HR 0001660694-25-000003 filed by Grey Ledge Advisors, 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 4,844 shares
    Change vs previous 13F +242 shares

    0.36% of the 13F portfolio, value $1,394,248.

    13F-HR 0001398344-25-000847 filed by Grey Ledge Advisors, LLC
    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 4,602 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,306,888.

    13F-HR 0001398344-24-019448 filed by Grey Ledge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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