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Disclosery

LPWM LLC: IWR position timeline

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

LPWM LLC held 49,499 IWR shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 49,499 shares
    Change vs previous 13F +17 shares

    1.21% of the 13F portfolio, value $5,460,703.

    13F-HR 0001951757-26-001044 filed by LPWM 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 49,482 shares
    Change vs previous 13F +335 shares

    1.21% of the 13F portfolio, value $4,811,111.

    13F-HR 0001951757-26-000557 filed by LPWM 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 49,147 shares
    Change vs previous 13F +2,693 shares

    1.19% of the 13F portfolio, value $4,731,371.

    13F-HR 0001951757-26-000010 filed by LPWM 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 46,454 shares
    Change vs previous 13F +4,591 shares

    1.2% of the 13F portfolio, value $4,485,142.

    13F-HR 0001951757-25-001174 filed by LPWM 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 41,863 shares
    Change vs previous 13F -218 shares

    1.12% of the 13F portfolio, value $3,850,140.

    13F-HR 0001951757-25-000587 filed by LPWM 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 42,081 shares
    Change vs previous 13F -864 shares

    1.15% of the 13F portfolio, value $3,579,831.

    13F-HR 0001951757-25-000345 filed by LPWM 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 42,945 shares
    Change vs previous 13F +1,023 shares

    1.22% of the 13F portfolio, value $3,796,338.

    13F-HR 0001951757-25-000018 filed by LPWM 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 41,922 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $3,657,695.

    13F-HR 0001951757-24-000983 filed by LPWM LLC
    Filed (acceptance time not in the bulk data set), ingested

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