Koss-Olinger Consulting, LLC: IWR position timeline

Koss-Olinger Consulting, LLC held 11,950 IWR shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 11,950 shares

   Change vs previous 13F -102,393 shares

   0.1% of the 13F portfolio, value $1,318,338.

   13F-HR 0001861163-26-000011 filed by Koss-Olinger Consulting, LLC
   Filed 2026-08-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 114,343 shares

   Change vs previous 13F -39,405 shares

   0.93% of the 13F portfolio, value $11,117,550.

   13F-HR 0001861163-26-000006 filed by Koss-Olinger Consulting, LLC
   Filed 2026-05-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 153,748 shares

   Change vs previous 13F -21,832 shares

   1.15% of the 13F portfolio, value $14,801,000.

   13F-HR 0001861163-26-000004 filed by Koss-Olinger Consulting, LLC
   Filed 2026-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 175,580 shares

   Change vs previous 13F -596 shares

   1.33% of the 13F portfolio, value $16,148,000.

   13F-HR 0001861163-25-000012 filed by Koss-Olinger Consulting, LLC
   Filed 2025-10-20 (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).

5. period ended2025-06-30

   13F 176,176 shares

   Change vs previous 13F -15,553 shares

   1.33% of the 13F portfolio, value $16,202,867.

   13F-HR 0001861163-25-000007 filed by Koss-Olinger Consulting, LLC
   Filed 2025-08-01 (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).

6. period ended2025-03-31

   13F 191,729 shares

   Change vs previous 13F -4,233 shares

   1.37% of the 13F portfolio, value $16,310,000.

   13F-HR 0001861163-25-000005 filed by Koss-Olinger Consulting, 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).

7. period ended2024-12-31

   13F 195,962 shares

   Change vs previous 13F -950 shares

   1.52% of the 13F portfolio, value $17,323,000.

   13F-HR 0001861163-25-000003 filed by Koss-Olinger Consulting, LLC
   Filed 2025-02-11 (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).

8. period ended2024-09-30

   13F 196,912 shares

   Change vs previous 13F not available

   1.51% of the 13F portfolio, value $17,356,000.

   13F-HR 0001754960-24-000514 filed by Koss-Olinger Consulting, LLC
   Filed 2024-10-21 (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).