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Disclosery

Linscomb Wealth, Inc.: IWR position timeline

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

Linscomb Wealth, Inc. held 36,105 IWR shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,105 shares
    Change vs previous 13F +17,960 shares

    0.17% of the 13F portfolio, value $3,983,104.

    13F-HR 0001172661-26-003004 filed by Linscomb Wealth, Inc.
    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 18,145 shares
    Change vs previous 13F +3,885 shares

    0.08% of the 13F portfolio, value $1,764,239.

    13F-HR 0001172661-26-001653 filed by Linscomb Wealth, Inc.
    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 14,260 shares
    Change vs previous 13F -136 shares

    0.06% of the 13F portfolio, value $1,372,811.

    13F-HR 0001172661-26-000549 filed by Linscomb Wealth, Inc.
    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 14,396 shares
    Change vs previous 13F -1,472 shares

    0.06% of the 13F portfolio, value $1,389,934.

    13F-HR 0001172661-25-004582 filed by Linscomb Wealth, Inc.
    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 15,868 shares
    Change vs previous 13F -1,688 shares

    0.07% of the 13F portfolio, value $1,459,380.

    13F-HR 0001172661-25-002865 filed by Linscomb Wealth, Inc.
    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 17,556 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $1,493,489.

    13F-HR 0001172661-25-001697 filed by Linscomb Wealth, Inc.
    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 17,556 shares
    Change vs previous 13F -224 shares

    0.08% of the 13F portfolio, value $1,551,951.

    13F-HR 0001172661-25-000505 filed by Linscomb Wealth, Inc.
    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 17,780 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,567,130.

    13F-HR 0001172661-24-004484 filed by Linscomb Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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