HART & PATTERSON FINANCIAL GROUP LLC: IWO position timeline

HART & PATTERSON FINANCIAL GROUP LLC held 892 IWO shares at 2024-12-31 per its 13F-HR filed 2025-01-14.

the latest 13F is the newest step

1. period ended2024-12-31

   13F 892 shares

   Change vs previous 13F -62 shares

   0.12% of the 13F portfolio, value $256,735.

   13F-HR 0001754960-25-000014 filed by HART & PATTERSON FINANCIAL GROUP LLC
   Filed 2025-01-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

2. period ended2024-09-30

   13F 954 shares

   Change vs previous 13F -61 shares

   0.13% of the 13F portfolio, value $270,936.

   13F-HR 0001754960-24-000487 filed by HART & PATTERSON FINANCIAL GROUP LLC
   Filed 2024-10-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

3. period ended2024-06-30

   13F 1,015 shares

   Change vs previous 13F -81 shares

   0.13% of the 13F portfolio, value $266,468.

   13F-HR 0001754960-24-000256 filed by HART & PATTERSON FINANCIAL GROUP LLC
   Filed 2024-07-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

4. period ended2024-03-31

   13F 1,096 shares

   Change vs previous 13F -61 shares

   0.15% of the 13F portfolio, value $296,797.

   13F-HR 0001754960-24-000143 filed by HART & PATTERSON FINANCIAL GROUP LLC
   Filed 2024-04-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

5. period ended2023-12-31

   13F 1,157 shares

   Change vs previous 13F not available

   0.15% of the 13F portfolio, value $291,819.

   13F-HR 0001754960-24-000104 filed by HART & PATTERSON FINANCIAL GROUP LLC
   Filed 2024-03-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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