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Hapanowicz & Associates Financial Services, Inc: IWS position timeline

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

Hapanowicz & Associates Financial Services, Inc held 21,935 IWS 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 21,935 shares
    Change vs previous 13F -115 shares

    1.12% of the 13F portfolio, value $3,610,586.

    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 22,050 shares
    Change vs previous 13F -2,314 shares

    1.28% of the 13F portfolio, value $3,213,707.

    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 24,364 shares
    Change vs previous 13F -318 shares

    1.35% of the 13F portfolio, value $3,436,702.

    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 24,682 shares
    Change vs previous 13F -67 shares

    1.59% of the 13F portfolio, value $3,447,452.

    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 24,749 shares
    Change vs previous 13F -559 shares

    1.65% of the 13F portfolio, value $3,270,378.

    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 25,308 shares
    Change vs previous 13F -2,671 shares

    1.77% of the 13F portfolio, value $3,187,999.

    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 27,979 shares
    Change vs previous 13F -74,629 shares

    1.82% of the 13F portfolio, value $3,618,953.

    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 102,608 shares
    Change vs previous 13F not available

    6.83% of the 13F portfolio, value $13,569,871.

    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).