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LOWERY THOMAS, LLC: IWO position timeline

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

LOWERY THOMAS, LLC held 13,472 IWO shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,472 shares
    Change vs previous 13F -135 shares

    2.59% of the 13F portfolio, value $5,307,379.

    13F-HR 0001951757-26-001074 filed by LOWERY THOMAS, 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 13,607 shares
    Change vs previous 13F -146 shares

    2.44% of the 13F portfolio, value $4,269,995.

    13F-HR 0001951757-26-000843 filed by LOWERY THOMAS, 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 13,753 shares
    Change vs previous 13F -1,179 shares

    2.51% of the 13F portfolio, value $4,442,374.

    13F-HR 0001951757-26-000298 filed by LOWERY THOMAS, 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 14,932 shares
    Change vs previous 13F -284 shares

    2.76% of the 13F portfolio, value $4,778,801.

    13F-HR 0001951757-25-001359 filed by LOWERY THOMAS, 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 15,216 shares
    Change vs previous 13F -635 shares

    2.78% of the 13F portfolio, value $4,349,604.

    13F-HR 0001951757-25-000896 filed by LOWERY THOMAS, 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 15,851 shares
    Change vs previous 13F +632 shares

    2.77% of the 13F portfolio, value $4,050,396.

    13F-HR 0001951757-25-000505 filed by LOWERY THOMAS, 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 15,219 shares
    Change vs previous 13F -89 shares

    2.86% of the 13F portfolio, value $4,380,467.

    13F-HR 0001951757-25-000206 filed by LOWERY THOMAS, 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 15,308 shares
    Change vs previous 13F not available

    2.95% of the 13F portfolio, value $4,347,426.

    13F-HR 0001951757-24-001185 filed by LOWERY THOMAS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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