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Disclosery

JSF Financial, LLC: IWR position timeline

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

JSF Financial, LLC held 29,848 IWR 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 29,848 shares
    Change vs previous 13F +2,827 shares

    0.53% of the 13F portfolio, value $3,292,818.

    13F-HR 0001802224-26-000010 filed by JSF Financial, 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 27,021 shares
    Change vs previous 13F -1,092 shares

    0.52% of the 13F portfolio, value $2,627,269.

    13F-HR 0001802224-26-000006 filed by JSF Financial, 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 28,113 shares
    Change vs previous 13F -68 shares

    0.56% of the 13F portfolio, value $2,706,407.

    13F-HR 0001802224-26-000002 filed by JSF Financial, 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 28,181 shares
    Change vs previous 13F -223 shares

    0.6% of the 13F portfolio, value $2,720,848.

    13F-HR 0001802224-25-000012 filed by JSF Financial, 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 28,404 shares
    Change vs previous 13F +84 shares

    0.62% of the 13F portfolio, value $2,612,326.

    13F-HR 0001802224-25-000010 filed by JSF Financial, 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 28,320 shares
    Change vs previous 13F -73 shares

    0.64% of the 13F portfolio, value $2,409,176.

    13F-HR 0001802224-25-000005 filed by JSF Financial, 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 28,393 shares
    Change vs previous 13F -647 shares

    0.67% of the 13F portfolio, value $2,509,982.

    13F-HR 0001802224-25-000003 filed by JSF Financial, 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 29,040 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $2,559,598.

    13F-HR 0001802224-24-000014 filed by JSF Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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