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HILLTOP WEALTH ADVISORS, LLC: IWR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HILLTOP WEALTH ADVISORS, LLC on IWR, newest first. How the timeline and the estimate are built.

HILLTOP WEALTH ADVISORS, LLC held 30,033 IWR shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,033 shares
    Change vs previous 13F +1,882 shares

    1.66% of the 13F portfolio, value $3,313,252.

    13F-HR 0002085853-26-000997 filed by HILLTOP WEALTH ADVISORS, 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 28,151 shares
    Change vs previous 13F -1,768 shares

    1.64% of the 13F portfolio, value $2,737,131.

    13F-HR 0001786241-26-000003 filed by HILLTOP WEALTH ADVISORS, 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 29,919 shares
    Change vs previous 13F +2,127 shares

    1.45% of the 13F portfolio, value $2,880,312.

    13F-HR 0001786241-26-000001 filed by HILLTOP WEALTH ADVISORS, 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 27,792 shares
    Change vs previous 13F +1,879 shares

    1.4% of the 13F portfolio, value $2,683,327.

    13F-HR 0001786241-25-000008 filed by HILLTOP WEALTH ADVISORS, 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 25,913 shares
    Change vs previous 13F +3,804 shares

    1.34% of the 13F portfolio, value $2,383,228.

    13F-HR 0001786241-25-000005 filed by HILLTOP WEALTH ADVISORS, 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 22,109 shares
    Change vs previous 13F +1,933 shares

    1.06% of the 13F portfolio, value $1,880,821.

    13F-HR 0001786241-25-000004 filed by HILLTOP WEALTH ADVISORS, 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 20,176 shares
    Change vs previous 13F -2,411 shares

    0.9% of the 13F portfolio, value $1,783,523.

    13F-HR 0001786241-25-000001 filed by HILLTOP WEALTH ADVISORS, 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 22,587 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $1,990,827.

    13F-HR 0001786241-24-000006 filed by HILLTOP WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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