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Disclosery

Horan Securities, Inc.: IWR position timeline

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

Horan Securities, Inc. held 20,446 IWR shares at 2025-06-30 per its 13F-HR filed 2025-08-06.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 20,446 shares
    Change vs previous 13F +12 shares

    0.66% of the 13F portfolio, value $1,880,376.

    13F-HR 0001671623-25-000003 filed by Horan Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 20,434 shares
    Change vs previous 13F +12 shares

    0.66% of the 13F portfolio, value $1,738,322.

    13F-HR 0001671623-25-000002 filed by Horan Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 20,422 shares
    Change vs previous 13F -16,919 shares

    0.68% of the 13F portfolio, value $1,805,320.

    13F-HR 0001671623-25-000001 filed by Horan Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 37,341 shares
    Change vs previous 13F +34,535 shares

    1.27% of the 13F portfolio, value $3,291,234.

    13F-HR 0001671623-24-000006 filed by Horan Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 2,806 shares
    Change vs previous 13F +6 shares

    0.1% of the 13F portfolio, value $227,515.

    13F-HR 0001671623-24-000004 filed by Horan Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 2,800 shares
    Change vs previous 13F -765 shares

    0.11% of the 13F portfolio, value $235,468.

    13F-HR 0001671623-24-000003 filed by Horan Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 3,565 shares
    Change vs previous 13F -4,002 shares

    0.14% of the 13F portfolio, value $277,143.

    13F-HR 0001671623-24-000001 filed by Horan Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 7,567 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $524,020.

    13F-HR 0001671623-23-000004 filed by Horan Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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