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Disclosery

InvesTrust: IWO position timeline

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

InvesTrust held 17,580 IWO shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,580 shares
    Change vs previous 13F -10 shares

    2.67% of the 13F portfolio, value $6,925,816.

    13F-HR 0002050848-26-000003 filed by InvesTrust
    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 17,590 shares
    Change vs previous 13F -15 shares

    2.32% of the 13F portfolio, value $5,519,917.

    13F-HR 0002050848-26-000002 filed by InvesTrust
    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 17,605 shares
    Change vs previous 13F -984 shares

    2.2% of the 13F portfolio, value $5,686,591.

    13F-HR 0002050848-26-000001 filed by InvesTrust
    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 18,589 shares
    Change vs previous 13F -16 shares

    2.18% of the 13F portfolio, value $5,949,223.

    13F-HR 0002050848-25-000007 filed by InvesTrust
    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 18,605 shares
    Change vs previous 13F -5 shares

    2.05% of the 13F portfolio, value $5,318,425.

    13F-HR 0002050848-25-000003 filed by InvesTrust
    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 18,610 shares
    Change vs previous 13F +4 shares

    1.3% of the 13F portfolio, value $4,755,413.

    13F-HR 0002050848-25-000002 filed by InvesTrust
    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 18,606 shares
    Change vs previous 13F not available

    1.49% of the 13F portfolio, value $5,364,668.

    13F-HR 0002050848-25-000001 filed by InvesTrust
    Filed (acceptance time not in the bulk data set), ingested

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