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GRIMES & Co WEALTH MANAGEMENT, LLC: IWN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GRIMES & Co WEALTH MANAGEMENT, LLC on IWN, newest first. How the timeline and the estimate are built.

GRIMES & Co WEALTH MANAGEMENT, LLC held 13,239 IWN shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,239 shares
    Change vs previous 13F +28 shares

    0.06% of the 13F portfolio, value $2,928,391.

    13F-HR 0001321993-26-000005 filed by GRIMES & Co WEALTH MANAGEMENT, 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 13,211 shares
    Change vs previous 13F -1,201 shares

    0.07% of the 13F portfolio, value $2,504,761.

    13F-HR 0001321993-26-000004 filed by GRIMES & Co WEALTH MANAGEMENT, 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 14,412 shares
    Change vs previous 13F -1,347 shares

    0.06% of the 13F portfolio, value $2,611,615.

    13F-HR 0001321993-26-000003 filed by GRIMES & Co WEALTH MANAGEMENT, 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 15,759 shares
    Change vs previous 13F +276 shares

    0.07% of the 13F portfolio, value $2,786,311.

    13F-HR 0001321993-25-000009 filed by GRIMES & Co WEALTH MANAGEMENT, 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 15,483 shares
    Change vs previous 13F -1,309 shares

    0.07% of the 13F portfolio, value $2,442,577.

    13F-HR 0001321993-25-000008 filed by GRIMES & Co WEALTH MANAGEMENT, 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 16,792 shares
    Change vs previous 13F -116 shares

    0.08% of the 13F portfolio, value $2,535,243.

    13F-HR 0001321993-25-000004 filed by GRIMES & Co WEALTH MANAGEMENT, 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 16,908 shares
    Change vs previous 13F +135 shares

    0.08% of the 13F portfolio, value $2,775,728.

    13F-HR 0001321993-25-000002 filed by GRIMES & Co WEALTH MANAGEMENT, 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 16,773 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,798,129.

    13F-HR 0001321993-24-000007 filed by GRIMES & Co WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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