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Disclosery

LWM ADVISORS INC: IWP position timeline

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

LWM ADVISORS INC held 32,814 IWP 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 32,814 shares
    Change vs previous 13F +1,264 shares

    3.41% of the 13F portfolio, value $4,517,781.

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

  2. period ended2026-06-30
    13F 31,550 shares
    Change vs previous 13F +551 shares

    3.44% of the 13F portfolio, value $4,619,296.

    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 30,999 shares
    Change vs previous 13F -1,817 shares

    3.45% of the 13F portfolio, value $3,971,608.

    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 32,816 shares
    Change vs previous 13F +918 shares

    3.95% of the 13F portfolio, value $4,493,830.

    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 31,898 shares
    Change vs previous 13F -374 shares

    4.08% of the 13F portfolio, value $4,542,603.

    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 32,272 shares
    Change vs previous 13F -76 shares

    4.3% of the 13F portfolio, value $4,475,487.

    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 32,348 shares
    Change vs previous 13F -119 shares

    4.21% of the 13F portfolio, value $4,090,420.

    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 32,467 shares
    Change vs previous 13F not available

    4.13% of the 13F portfolio, value $4,115,199.

    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).