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Disclosery

LWM ADVISORS INC: IWS position timeline

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

LWM ADVISORS INC held 31,544 IWS 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 31,544 shares
    Change vs previous 13F +98 shares

    3.83% of the 13F portfolio, value $5,070,322.

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

  2. period ended2026-06-30
    13F 31,446 shares
    Change vs previous 13F -1,277 shares

    3.86% of the 13F portfolio, value $5,176,013.

    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 32,723 shares
    Change vs previous 13F -1,431 shares

    4.14% of the 13F portfolio, value $4,768,978.

    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 34,154 shares
    Change vs previous 13F +997 shares

    4.24% of the 13F portfolio, value $4,817,415.

    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 33,157 shares
    Change vs previous 13F +1,031 shares

    4.16% of the 13F portfolio, value $4,631,036.

    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 32,126 shares
    Change vs previous 13F -11 shares

    4.08% of the 13F portfolio, value $4,245,127.

    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 32,137 shares
    Change vs previous 13F +180 shares

    4.16% of the 13F portfolio, value $4,051,191.

    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 31,957 shares
    Change vs previous 13F not available

    4.15% of the 13F portfolio, value $4,133,316.

    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).