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Disclosery

JIM SAULNIER & ASSOCIATES, LLC: IWP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JIM SAULNIER & ASSOCIATES, LLC on IWP, newest first. How the timeline and the estimate are built.

JIM SAULNIER & ASSOCIATES, LLC held 1,985 IWP 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 1,985 shares
    Change vs previous 13F +3 shares

    0.12% of the 13F portfolio, value $290,589.

    13F-HR 0002044420-26-000003 filed by JIM SAULNIER & ASSOCIATES, 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 1,982 shares
    Change vs previous 13F -65 shares

    0.12% of the 13F portfolio, value $253,997.

    13F-HR 0002044420-26-000002 filed by JIM SAULNIER & ASSOCIATES, 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 2,047 shares
    Change vs previous 13F -1,256 shares

    0.15% of the 13F portfolio, value $280,270.

    13F-HR 0002044420-26-000001 filed by JIM SAULNIER & ASSOCIATES, 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 3,303 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $470,375.

    13F-HR 0002044420-25-000005 filed by JIM SAULNIER & ASSOCIATES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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