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Disclosery

IFC Advisors LLC: IWR position timeline

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

IFC Advisors LLC held 69,137 IWR shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 69,137 shares
    Change vs previous 13F +7,939 shares

    0.97% of the 13F portfolio, value $7,627,181.

    13F-HR 0002053348-26-000004 filed by IFC 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 61,198 shares
    Change vs previous 13F -11,093 shares

    0.85% of the 13F portfolio, value $5,950,270.

    13F-HR 0002053348-26-000003 filed by IFC 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 72,291 shares
    Change vs previous 13F -1,419 shares

    1.02% of the 13F portfolio, value $6,959,441.

    13F-HR 0002053348-26-000001 filed by IFC 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 73,710 shares
    Change vs previous 13F +1,235 shares

    1.3% of the 13F portfolio, value $7,116,679.

    13F-HR 0002053348-25-000006 filed by IFC 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 72,475 shares
    Change vs previous 13F -1,152 shares

    1.25% of the 13F portfolio, value $6,665,510.

    13F-HR 0002053348-25-000005 filed by IFC 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 73,627 shares
    Change vs previous 13F -956 shares

    1.31% of the 13F portfolio, value $6,263,490.

    13F-HR 0002053348-25-000003 filed by IFC 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 74,583 shares
    Change vs previous 13F not available

    1.44% of the 13F portfolio, value $6,593,181.

    13F-HR 0002053348-25-000002 filed by IFC Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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