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LBJ Family Wealth Advisors, Ltd.: IWO position timeline

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

LBJ Family Wealth Advisors, Ltd. held 24,264 IWO 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 24,264 shares
    Change vs previous 13F -97 shares

    4.42% of the 13F portfolio, value $8,660,000.

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

  2. period ended2026-06-30
    13F 24,361 shares
    Change vs previous 13F -227 shares

    4.85% of the 13F portfolio, value $9,507,000.

    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 24,588 shares
    Change vs previous 13F -865 shares

    4.34% of the 13F portfolio, value $7,401,000.

    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 25,453 shares
    Change vs previous 13F -113 shares

    4.52% of the 13F portfolio, value $8,222,000.

    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 25,566 shares
    Change vs previous 13F -298 shares

    4.46% of the 13F portfolio, value $8,182,000.

    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 25,864 shares
    Change vs previous 13F +8 shares

    4.3% of the 13F portfolio, value $7,394,000.

    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 25,856 shares
    Change vs previous 13F +16 shares

    4.22% of the 13F portfolio, value $6,607,000.

    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 25,840 shares
    Change vs previous 13F not available

    4.43% of the 13F portfolio, value $7,437,000.

    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).