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High Net Worth Advisory Group LLC: IWMI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of High Net Worth Advisory Group LLC on IWMI, newest first. How the timeline and the estimate are built.

High Net Worth Advisory Group LLC held 31,258 IWMI 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 31,258 shares
    Change vs previous 13F +110 shares

    0.36% of the 13F portfolio, value $1,672,928.

    13F-HR 0001919142-26-000003 filed by High Net Worth Advisory Group 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 31,148 shares
    Change vs previous 13F -60 shares

    0.34% of the 13F portfolio, value $1,476,415.

    13F-HR 0001919142-26-000002 filed by High Net Worth Advisory Group 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 31,208 shares
    Change vs previous 13F +1,551 shares

    0.35% of the 13F portfolio, value $1,519,205.

    13F-HR 0001919142-26-000001 filed by High Net Worth Advisory Group 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 29,657 shares
    Change vs previous 13F +2,943 shares

    0.35% of the 13F portfolio, value $1,440,589.

    13F-HR 0001919142-25-000002 filed by High Net Worth Advisory Group 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 26,714 shares
    Change vs previous 13F +2,974 shares

    0.32% of the 13F portfolio, value $1,213,620.

    13F-HR 0001085146-25-003712 filed by High Net Worth Advisory Group 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 23,740 shares
    Change vs previous 13F +5,924 shares

    0.29% of the 13F portfolio, value $1,036,254.

    13F-HR 0001085146-25-001969 filed by High Net Worth Advisory Group 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 17,816 shares
    Change vs previous 13F +5,612 shares

    0.24% of the 13F portfolio, value $872,362.

    13F-HR 0001085146-25-000383 filed by High Net Worth Advisory Group 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 12,204 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $626,921.

    13F-HR 0001085146-24-004843 filed by High Net Worth Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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