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KERR FINANCIAL PLANNING Corp: IWY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KERR FINANCIAL PLANNING Corp on IWY, newest first. How the timeline and the estimate are built.

KERR FINANCIAL PLANNING Corp held 4,571 IWY shares at 2026-06-30 per its 13F-HR filed 2026-07-02.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,571 shares
    Change vs previous 13F -35 shares

    1.48% of the 13F portfolio, value $1,328,387.

    13F-HR 0002095947-26-000006 filed by KERR FINANCIAL PLANNING Corp
    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/A 4,606 shares
    Change vs previous 13F +178 shares

    0.9% of the 13F portfolio, value $1,279,935.

    13F-HR/A 0002095947-26-000005 filed by KERR FINANCIAL PLANNING Corp
    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/A 4,428 shares
    Change vs previous 13F +266 shares

    1.56% of the 13F portfolio, value $1,157,363.

    13F-HR/A 0002095947-26-000003 filed by KERR FINANCIAL PLANNING Corp
    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/A 4,162 shares
    Change vs previous 13F not available

    1.62% of the 13F portfolio, value $1,149,823.

    13F-HR/A 0002095947-26-000004 filed by KERR FINANCIAL PLANNING Corp
    Filed (acceptance time not in the bulk data set), ingested

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