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Hapanowicz & Associates Financial Services, Inc: IWR position timeline

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

Hapanowicz & Associates Financial Services, Inc held 14,146 IWR shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,146 shares
    Change vs previous 13F -623 shares

    0.49% of the 13F portfolio, value $1,560,633.

    13F-HR 0001695959-26-000003 filed by Hapanowicz & Associates Financial Services, Inc
    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 14,769 shares
    Change vs previous 13F -383 shares

    0.57% of the 13F portfolio, value $1,436,065.

    13F-HR 0001695959-26-000002 filed by Hapanowicz & Associates Financial Services, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 15,152 shares
    Change vs previous 13F +402 shares

    0.57% of the 13F portfolio, value $1,458,732.

    13F-HR 0001695959-26-000001 filed by Hapanowicz & Associates Financial Services, Inc
    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 14,750 shares
    Change vs previous 13F -395 shares

    0.66% of the 13F portfolio, value $1,424,075.

    13F-HR 0001695959-25-000003 filed by Hapanowicz & Associates Financial Services, Inc
    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 15,145 shares
    Change vs previous 13F -8,320 shares

    0.7% of the 13F portfolio, value $1,393,043.

    13F-HR 0001085146-25-004522 filed by Hapanowicz & Associates Financial Services, Inc
    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 23,465 shares
    Change vs previous 13F +1,341 shares

    1.11% of the 13F portfolio, value $1,996,370.

    13F-HR 0001085146-25-002373 filed by Hapanowicz & Associates Financial Services, Inc
    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 22,124 shares
    Change vs previous 13F -583 shares

    0.98% of the 13F portfolio, value $1,955,854.

    13F-HR 0001085146-25-000681 filed by Hapanowicz & Associates Financial Services, Inc
    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 22,707 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $2,001,392.

    13F-HR 0001085146-24-005231 filed by Hapanowicz & Associates Financial Services, Inc
    Filed (acceptance time not in the bulk data set), ingested

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