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Disclosery

Inlight Wealth Management, LLC: IWS position timeline

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

Inlight Wealth Management, LLC held 53,876 IWS shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 53,876 shares
    Change vs previous 13F -227 shares

    2.82% of the 13F portfolio, value $8,867,990.

    13F-HR 0001731795-26-000003 filed by Inlight 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 54,103 shares
    Change vs previous 13F -734 shares

    2.92% of the 13F portfolio, value $7,884,971.

    13F-HR 0001731795-26-000002 filed by Inlight 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 54,837 shares
    Change vs previous 13F -393 shares

    2.84% of the 13F portfolio, value $7,734,759.

    13F-HR 0001731795-26-000001 filed by Inlight 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 55,230 shares
    Change vs previous 13F -114 shares

    3.63% of the 13F portfolio, value $7,713,974.

    13F-HR 0001731795-25-000007 filed by Inlight 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 55,344 shares
    Change vs previous 13F +96 shares

    3.79% of the 13F portfolio, value $7,313,156.

    13F-HR 0001731795-25-000006 filed by Inlight 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 55,248 shares
    Change vs previous 13F -300 shares

    4.32% of the 13F portfolio, value $6,959,591.

    13F-HR 0001731795-25-000004 filed by Inlight 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 55,548 shares
    Change vs previous 13F not available

    4.74% of the 13F portfolio, value $7,184,578.

    13F-HR 0001731795-25-000002 filed by Inlight Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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