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Hoxton Planning & Management, LLC: IWR position timeline

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

Hoxton Planning & Management, LLC held 88,997 IWR shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 88,997 shares
    Change vs previous 13F -2,728 shares

    2.56% of the 13F portfolio, value $9,818,116.

    13F-HR 0001954782-26-000007 filed by Hoxton Planning & Management, 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 91,725 shares
    Change vs previous 13F +580 shares

    2.68% of the 13F portfolio, value $8,918,394.

    13F-HR 0001954782-26-000002 filed by Hoxton Planning & Management, 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 91,145 shares
    Change vs previous 13F +2,879 shares

    2.62% of the 13F portfolio, value $8,774,559.

    13F-HR 0001954782-26-000001 filed by Hoxton Planning & Management, 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 88,266 shares
    Change vs previous 13F -3,703 shares

    2.74% of the 13F portfolio, value $8,522,055.

    13F-HR 0001954782-25-000009 filed by Hoxton Planning & Management, 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 91,969 shares
    Change vs previous 13F +1,855 shares

    2.92% of the 13F portfolio, value $8,458,409.

    13F-HR 0001954782-25-000006 filed by Hoxton Planning & Management, 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 90,114 shares
    Change vs previous 13F -876 shares

    2.92% of the 13F portfolio, value $7,665,978.

    13F-HR 0001954782-25-000005 filed by Hoxton Planning & Management, 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 90,990 shares
    Change vs previous 13F -4,901 shares

    3.07% of the 13F portfolio, value $8,043,546.

    13F-HR 0001954782-25-000008 filed by Hoxton Planning & Management, 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 95,891 shares
    Change vs previous 13F not available

    3.27% of the 13F portfolio, value $8,451,815.

    13F-HR 0001954782-24-000005 filed by Hoxton Planning & Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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