Koa Wealth Management, LLC: IIPR position timeline

Koa Wealth Management, LLC held 0 IIPR shares at 2025-09-30 per its 13F-HR filed 2025-10-28.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -68,221 shares

   13F-HR 0001172661-25-004446 filed by Koa Wealth Management, LLC
   Filed 2025-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 68,221 shares

   Change vs previous 13F +8,047 shares

   2.99% of the 13F portfolio, value $3,767,153.

   13F-HR 0001172661-25-002749 filed by Koa Wealth Management, LLC
   Filed 2025-07-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

3. period ended2025-03-31

   13F 60,174 shares

   Change vs previous 13F +28,248 shares

   2.63% of the 13F portfolio, value $3,254,808.

   13F-HR 0001172661-25-001663 filed by Koa Wealth Management, LLC
   Filed 2025-05-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

4. period ended2024-12-31

   13F 31,926 shares

   Change vs previous 13F -10,722 shares

   1.74% of the 13F portfolio, value $2,127,571.

   13F-HR 0001172661-25-000327 filed by Koa Wealth Management, LLC
   Filed 2025-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 42,648 shares

   Change vs previous 13F not available

   4.43% of the 13F portfolio, value $5,740,397.

   13F-HR 0001172661-24-004482 filed by Koa Wealth Management, LLC
   Filed 2024-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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