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Disclosery

Lloyd Advisory Services, LLC.: IWX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lloyd Advisory Services, LLC. on IWX, newest first. How the timeline and the estimate are built.

Lloyd Advisory Services, LLC. held 13,901 IWX shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,901 shares
    Change vs previous 13F -277,654 shares

    0.57% of the 13F portfolio, value $1,461,802.

    13F-HR 0001802474-26-000003 filed by Lloyd Advisory Services, LLC.
    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 291,555 shares
    Change vs previous 13F +282,961 shares

    7.73% of the 13F portfolio, value $27,018,435.

    13F-HR 0001802474-26-000002 filed by Lloyd Advisory Services, LLC.
    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 8,594 shares
    Change vs previous 13F -109 shares

    0.31% of the 13F portfolio, value $789,478.

    13F-HR 0001802474-26-000001 filed by Lloyd Advisory Services, LLC.
    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 8,703 shares
    Change vs previous 13F -156 shares

    0.36% of the 13F portfolio, value $764,769.

    13F-HR 0001802474-25-000006 filed by Lloyd Advisory Services, LLC.
    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 8,859 shares
    Change vs previous 13F +68 shares

    0.36% of the 13F portfolio, value $745,938.

    13F-HR 0001802474-25-000003 filed by Lloyd Advisory Services, LLC.
    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 8,791 shares
    Change vs previous 13F -104 shares

    0.36% of the 13F portfolio, value $722,340.

    13F-HR 0001904664-25-000002 filed by Lloyd Advisory Services, LLC.
    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 8,895 shares
    Change vs previous 13F +104 shares

    0.33% of the 13F portfolio, value $703,029.

    13F-HR 0001802474-25-000001 filed by Lloyd Advisory Services, LLC.
    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 8,791 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $714,350.

    13F-HR 0001802474-24-000006 filed by Lloyd Advisory Services, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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