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HRC WEALTH MANAGEMENT, LLC: IWY position timeline

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

HRC WEALTH MANAGEMENT, LLC held 2,318 IWY shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,318 shares
    Change vs previous 13F +2 shares

    0.28% of the 13F portfolio, value $673,617.

    13F-HR 0001172661-26-002576 filed by HRC WEALTH 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 2,316 shares
    Change vs previous 13F +15 shares

    0.27% of the 13F portfolio, value $576,232.

    13F-HR 0001172661-26-001695 filed by HRC WEALTH 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 2,301 shares
    Change vs previous 13F +2 shares

    0.31% of the 13F portfolio, value $637,192.

    13F-HR 0001172661-26-000243 filed by HRC WEALTH 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 2,299 shares
    Change vs previous 13F +31 shares

    0.31% of the 13F portfolio, value $629,014.

    13F-HR 0001172661-25-004294 filed by HRC WEALTH 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 2,268 shares
    Change vs previous 13F +2 shares

    0.3% of the 13F portfolio, value $559,186.

    13F-HR 0001172661-25-002668 filed by HRC WEALTH 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 2,266 shares
    Change vs previous 13F +291 shares

    0.3% of the 13F portfolio, value $478,008.

    13F-HR 0001172661-25-001722 filed by HRC WEALTH 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 1,975 shares
    Change vs previous 13F +159 shares

    0.28% of the 13F portfolio, value $464,557.

    13F-HR 0001172661-25-000686 filed by HRC WEALTH 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 1,816 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $399,715.

    13F-HR 0001172661-24-004563 filed by HRC WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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