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Disclosery

Guerra Advisors Inc: IWY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Guerra Advisors Inc on IWY, newest first. How the timeline and the estimate are built.

Guerra Advisors Inc held 1,893 IWY shares at 2025-09-30 per its 13F-HR filed 2025-11-04.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 1,893 shares
    Change vs previous 13F -97 shares

    0.19% of the 13F portfolio, value $518,021.

    13F-HR 0002055363-25-000003 filed by Guerra Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 1,990 shares
    Change vs previous 13F -62 shares

    0.23% of the 13F portfolio, value $490,555.

    13F-HR 0001667731-25-001100 filed by Guerra Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 2,052 shares
    Change vs previous 13F -102 shares

    0.24% of the 13F portfolio, value $432,849.

    13F-HR 0001667731-25-000530 filed by Guerra Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 2,154 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $506,772.

    13F-HR 0001667731-25-000268 filed by Guerra Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

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