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Disclosery

Keating Financial Advisory Services, Inc.: IWY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Keating Financial Advisory Services, Inc. on IWY, newest first. How the timeline and the estimate are built.

Keating Financial Advisory Services, Inc. held 4,623 IWY shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,623 shares
    Change vs previous 13F -140 shares

    0.18% of the 13F portfolio, value $1,343,628.

    13F-HR 0002103443-26-000003 filed by Keating Financial Advisory Services, Inc.
    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 4,763 shares
    Change vs previous 13F +67 shares

    0.19% of the 13F portfolio, value $1,185,287.

    13F-HR 0002103443-26-000002 filed by Keating Financial Advisory Services, Inc.
    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 4,696 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,300,644.

    13F-HR 0002103443-26-000001 filed by Keating Financial Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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