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Disclosery

LWM ADVISORS INC: IWN position timeline

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

LWM ADVISORS INC held 37,856 IWN 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 37,856 shares
    Change vs previous 13F -644 shares

    5.99% of the 13F portfolio, value $7,928,887.

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

  2. period ended2026-06-30
    13F 38,500 shares
    Change vs previous 13F -281 shares

    6.35% of the 13F portfolio, value $8,516,237.

    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 38,781 shares
    Change vs previous 13F +622 shares

    6.38% of the 13F portfolio, value $7,352,603.

    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).

  4. period ended2025-12-31
    13F 38,159 shares
    Change vs previous 13F +759 shares

    6.08% of the 13F portfolio, value $6,914,825.

    13F-HR 0002085853-26-000024 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).

  5. period ended2025-09-30
    13F 37,400 shares
    Change vs previous 13F +1,173 shares

    5.94% of the 13F portfolio, value $6,612,739.

    13F-HR 0002085853-25-000014 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).

  6. period ended2025-06-30
    13F 36,227 shares
    Change vs previous 13F -382 shares

    5.5% of the 13F portfolio, value $5,715,216.

    13F-HR 0001667731-25-000739 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).

  7. period ended2025-03-31
    13F 36,609 shares
    Change vs previous 13F +430 shares

    5.62% of the 13F portfolio, value $5,463,554.

    13F-HR 0001667731-25-000622 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).

  8. period ended2024-12-31
    13F 36,179 shares
    Change vs previous 13F not available

    5.96% of the 13F portfolio, value $5,939,547.

    13F-HR 0001667731-25-000618 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).