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LUTS & GREENLEIGH GROUP, INC.: IWS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LUTS & GREENLEIGH GROUP, INC. on IWS, newest first. How the timeline and the estimate are built.

LUTS & GREENLEIGH GROUP, INC. held 9,307 IWS 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 9,307 shares
    Change vs previous 13F -5 shares

    1.16% of the 13F portfolio, value $1,531,861.

    13F-HR 0001951757-26-001163 filed by LUTS & GREENLEIGH GROUP, 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 9,312 shares
    Change vs previous 13F +446 shares

    1.07% of the 13F portfolio, value $1,357,158.

    13F-HR 0001951757-26-000774 filed by LUTS & GREENLEIGH GROUP, 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 8,866 shares
    Change vs previous 13F +138 shares

    1.06% of the 13F portfolio, value $1,250,521.

    13F-HR 0001951757-26-000300 filed by LUTS & GREENLEIGH GROUP, 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 8,728 shares
    Change vs previous 13F -131 shares

    1.09% of the 13F portfolio, value $1,219,073.

    13F-HR 0001951757-25-001341 filed by LUTS & GREENLEIGH GROUP, 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 8,859 shares
    Change vs previous 13F +397 shares

    1.12% of the 13F portfolio, value $1,170,610.

    13F-HR 0001951757-25-000616 filed by LUTS & GREENLEIGH GROUP, 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 8,462 shares
    Change vs previous 13F -83 shares

    1.06% of the 13F portfolio, value $1,065,946.

    13F-HR 0001951757-25-000557 filed by LUTS & GREENLEIGH GROUP, 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 8,545 shares
    Change vs previous 13F +79 shares

    1.09% of the 13F portfolio, value $1,105,211.

    13F-HR 0001951757-25-000067 filed by LUTS & GREENLEIGH GROUP, 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 8,466 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $1,119,613.

    13F-HR 0001951757-24-001034 filed by LUTS & GREENLEIGH GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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