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Disclosery

Level Financial Advisors: IWC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Level Financial Advisors on IWC, newest first. How the timeline and the estimate are built.

Level Financial Advisors held 9,769 IWC shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,769 shares
    Change vs previous 13F -163 shares

    0.44% of the 13F portfolio, value $1,954,191.

    13F-HR 0001871734-26-000003 filed by Level Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 9,932 shares
    Change vs previous 13F -16 shares

    0.4% of the 13F portfolio, value $1,585,247.

    13F-HR 0001871734-26-000002 filed by Level Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 9,948 shares
    Change vs previous 13F -23 shares

    0.41% of the 13F portfolio, value $1,568,800.

    13F-HR 0001871734-26-000001 filed by Level Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 9,971 shares
    Change vs previous 13F +603 shares

    0.42% of the 13F portfolio, value $1,486,576.

    13F-HR 0001871734-25-000006 filed by Level Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 9,368 shares
    Change vs previous 13F -740 shares

    0.37% of the 13F portfolio, value $1,195,919.

    13F-HR 0001871734-25-000003 filed by Level Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 10,108 shares
    Change vs previous 13F -67 shares

    0.38% of the 13F portfolio, value $1,121,078.

    13F-HR 0001871734-25-000002 filed by Level Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 10,175 shares
    Change vs previous 13F -1,066 shares

    0.49% of the 13F portfolio, value $1,326,617.

    13F-HR 0001871734-25-000001 filed by Level Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 11,241 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $1,386,240.

    13F-HR 0001871734-24-000008 filed by Level Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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