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Disclosery

LWM ADVISORS INC: IWO position timeline

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

LWM ADVISORS INC held 22,868 IWO 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 22,868 shares
    Change vs previous 13F -292 shares

    6.16% of the 13F portfolio, value $8,161,836.

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

  2. period ended2026-06-30
    13F 23,160 shares
    Change vs previous 13F -100 shares

    6.8% of the 13F portfolio, value $9,124,310.

    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 23,260 shares
    Change vs previous 13F +706 shares

    6.33% of the 13F portfolio, value $7,299,343.

    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 22,554 shares
    Change vs previous 13F +339 shares

    6.41% of the 13F portfolio, value $7,285,266.

    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 22,215 shares
    Change vs previous 13F +355 shares

    6.39% of the 13F portfolio, value $7,109,798.

    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 21,860 shares
    Change vs previous 13F -290 shares

    6.01% of the 13F portfolio, value $6,248,996.

    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 22,150 shares
    Change vs previous 13F +79 shares

    5.96% of the 13F portfolio, value $5,796,080.

    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 22,071 shares
    Change vs previous 13F not available

    6.38% of the 13F portfolio, value $6,352,574.

    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).