Skip to content
Disclosery

LWM ADVISORS INC: IEMG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LWM ADVISORS INC on IEMG, newest first. How the timeline and the estimate are built.

LWM ADVISORS INC held 7,354 IEMG shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 7,354 shares
    Change vs previous 13F +170 shares

    0.45% of the 13F portfolio, value $596,872.

    13F-HR 0002085853-26-001113 filed by LWM ADVISORS INC
    Accepted , ingested

  2. period ended2026-06-30
    13F 7,184 shares
    Change vs previous 13F +1,780 shares

    0.44% of the 13F portfolio, value $595,143.

    13F-HR 0002085853-26-000680 filed by LWM ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 5,404 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $376,931.

    13F-HR 0002085853-26-000343 filed by LWM ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

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