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Disclosery

Lindbrook Capital, LLC: IWR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lindbrook Capital, LLC on IWR, newest first. How the timeline and the estimate are built.

Lindbrook Capital, LLC held 6,837 IWR shares at 2025-03-31 per its 13F-HR filed 2025-05-05.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 6,837 shares
    Change vs previous 13F +333 shares

    0.05% of the 13F portfolio, value $581,632.

    13F-HR 0001767045-25-000002 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 6,504 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $574,962.

    13F-HR 0001767045-25-000001 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 6,504 shares
    Change vs previous 13F -24 shares

    0.05% of the 13F portfolio, value $573,271.

    13F-HR 0001767045-24-000006 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 6,528 shares
    Change vs previous 13F -15,310 shares

    0.05% of the 13F portfolio, value $529,282.

    13F-HR 0001767045-24-000003 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 21,838 shares
    Change vs previous 13F +170 shares

    0.17% of the 13F portfolio, value $1,836,349.

    13F-HR 0001767045-24-000002 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 21,668 shares
    Change vs previous 13F -223 shares

    0.17% of the 13F portfolio, value $1,684,246.

    13F-HR 0001767045-24-000001 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 21,891 shares
    Change vs previous 13F -4,779 shares

    0.17% of the 13F portfolio, value $1,515,952.

    13F-HR 0001767045-23-000004 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 26,670 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,947,710.

    13F-HR 0001767045-23-000003 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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