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LBJ Family Wealth Advisors, Ltd.: IWN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LBJ Family Wealth Advisors, Ltd. on IWN, newest first. How the timeline and the estimate are built.

LBJ Family Wealth Advisors, Ltd. held 59,728 IWN shares at 2026-09-30 per its 13F-HR filed 2026-10-01.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 59,728 shares
    Change vs previous 13F -382 shares

    6.39% of the 13F portfolio, value $12,510,000.

    13F-HR 0001601622-26-000005 filed by LBJ Family Wealth Advisors, Ltd.
    Accepted , ingested

  2. period ended2026-06-30
    13F 60,110 shares
    Change vs previous 13F -438 shares

    6.78% of the 13F portfolio, value $13,301,000.

    13F-HR 0001601622-26-000003 filed by LBJ Family Wealth Advisors, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 60,548 shares
    Change vs previous 13F -1,579 shares

    6.56% of the 13F portfolio, value $11,191,000.

    13F-HR 0001601622-26-000002 filed by LBJ Family Wealth Advisors, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 62,127 shares
    Change vs previous 13F -157 shares

    6.19% of the 13F portfolio, value $11,258,000.

    13F-HR 0001601622-26-000001 filed by LBJ Family Wealth Advisors, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 62,284 shares
    Change vs previous 13F -278 shares

    6% of the 13F portfolio, value $11,012,000.

    13F-HR 0001601622-25-000009 filed by LBJ Family Wealth Advisors, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 62,562 shares
    Change vs previous 13F +185 shares

    5.74% of the 13F portfolio, value $9,870,000.

    13F-HR 0001601622-25-000006 filed by LBJ Family Wealth Advisors, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 62,377 shares
    Change vs previous 13F +99 shares

    6.01% of the 13F portfolio, value $9,418,000.

    13F-HR 0001601622-25-000002 filed by LBJ Family Wealth Advisors, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F/A 62,278 shares
    Change vs previous 13F not available

    6.1% of the 13F portfolio, value $10,224,000.

    13F-HR/A 0001601622-25-000003 filed by LBJ Family Wealth Advisors, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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