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James J. Burns & Company, LLC: IWS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of James J. Burns & Company, LLC on IWS, newest first. How the timeline and the estimate are built.

James J. Burns & Company, LLC held 47,117 IWS shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,117 shares
    Change vs previous 13F -1,213 shares

    0.84% of the 13F portfolio, value $7,755,569.

    13F-HR 0002063364-26-000255 filed by James J. Burns & Company, 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 48,330 shares
    Change vs previous 13F -1,236 shares

    0.96% of the 13F portfolio, value $7,043,521.

    13F-HR 0002063364-26-000103 filed by James J. Burns & Company, 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 49,566 shares
    Change vs previous 13F -40 shares

    0.96% of the 13F portfolio, value $6,991,423.

    13F-HR 0002063364-26-000022 filed by James J. Burns & Company, 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 49,606 shares
    Change vs previous 13F +90 shares

    1.03% of the 13F portfolio, value $6,928,518.

    13F-HR 0002063364-25-000238 filed by James J. Burns & Company, 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 49,516 shares
    Change vs previous 13F +1,203 shares

    1.07% of the 13F portfolio, value $6,543,104.

    13F-HR 0002063364-25-000137 filed by James J. Burns & Company, 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 48,313 shares
    Change vs previous 13F -275 shares

    1.09% of the 13F portfolio, value $6,086,054.

    13F-HR 0002063364-25-000009 filed by James J. Burns & Company, 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 48,588 shares
    Change vs previous 13F -241 shares

    1.09% of the 13F portfolio, value $6,284,000.

    13F-HR 0001949059-25-000003 filed by James J. Burns & Company, 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 48,829 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $6,458,000.

    13F-HR 0001949059-24-000011 filed by James J. Burns & Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

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