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INSTRUMENTAL WEALTH, LLC: IWO position timeline

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

INSTRUMENTAL WEALTH, LLC held 13,188 IWO 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 13,188 shares
    Change vs previous 13F +443 shares

    2.63% of the 13F portfolio, value $5,195,513.

    13F-HR 0001976010-26-000008 filed by INSTRUMENTAL WEALTH, 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 12,745 shares
    Change vs previous 13F +204 shares

    2.46% of the 13F portfolio, value $3,999,507.

    13F-HR 0001976010-26-000004 filed by INSTRUMENTAL WEALTH, 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 12,541 shares
    Change vs previous 13F +1,154 shares

    2.56% of the 13F portfolio, value $4,272,357.

    13F-HR 0001976010-26-000002 filed by INSTRUMENTAL WEALTH, 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 11,387 shares
    Change vs previous 13F +1,572 shares

    2.61% of the 13F portfolio, value $3,727,687.

    13F-HR 0001976010-25-000009 filed by INSTRUMENTAL WEALTH, 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 9,815 shares
    Change vs previous 13F +315 shares

    2.24% of the 13F portfolio, value $2,817,443.

    13F-HR 0001976010-25-000005 filed by INSTRUMENTAL WEALTH, 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 9,500 shares
    Change vs previous 13F not available

    2.17% of the 13F portfolio, value $2,397,949.

    13F-HR 0001976010-25-000003 filed by INSTRUMENTAL WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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