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Disclosery

LOWERY THOMAS, LLC: IWP position timeline

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

LOWERY THOMAS, LLC held 21,378 IWP 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 21,378 shares
    Change vs previous 13F -76 shares

    1.53% of the 13F portfolio, value $3,130,002.

    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 21,454 shares
    Change vs previous 13F -72 shares

    1.57% of the 13F portfolio, value $2,748,664.

    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 21,526 shares
    Change vs previous 13F -50 shares

    1.67% of the 13F portfolio, value $2,947,753.

    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 21,576 shares
    Change vs previous 13F -183 shares

    1.77% of the 13F portfolio, value $3,072,704.

    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 21,759 shares
    Change vs previous 13F -863 shares

    1.93% of the 13F portfolio, value $3,017,498.

    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 22,622 shares
    Change vs previous 13F -156 shares

    1.82% of the 13F portfolio, value $2,657,854.

    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 22,778 shares
    Change vs previous 13F -79 shares

    1.88% of the 13F portfolio, value $2,887,138.

    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 22,857 shares
    Change vs previous 13F not available

    1.82% of the 13F portfolio, value $2,680,893.

    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).