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LBJ Family Wealth Advisors, Ltd.: IWP position timeline

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

LBJ Family Wealth Advisors, Ltd. held 132,434 IWP 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 132,434 shares
    Change vs previous 13F +2,147 shares

    9.31% of the 13F portfolio, value $18,233,000.

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

  2. period ended2026-06-30
    13F 130,287 shares
    Change vs previous 13F -1,234 shares

    9.61% of the 13F portfolio, value $18,850,000.

    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 131,521 shares
    Change vs previous 13F -1,445 shares

    9.53% of the 13F portfolio, value $16,259,000.

    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 132,966 shares
    Change vs previous 13F -231 shares

    10.01% of the 13F portfolio, value $18,208,000.

    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 133,197 shares
    Change vs previous 13F -2,967 shares

    10.34% of the 13F portfolio, value $18,969,000.

    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 136,164 shares
    Change vs previous 13F +329 shares

    10.98% of the 13F portfolio, value $18,883,000.

    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 135,835 shares
    Change vs previous 13F -832 shares

    10.19% of the 13F portfolio, value $15,959,000.

    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 136,667 shares
    Change vs previous 13F not available

    10.33% of the 13F portfolio, value $17,323,000.

    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).