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MARINO, STRAM & ASSOCIATES LLC: IWR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MARINO, STRAM & ASSOCIATES LLC on IWR, newest first. How the timeline and the estimate are built.

MARINO, STRAM & ASSOCIATES LLC held 2,022 IWR shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,022 shares
    Change vs previous 13F +2,022 shares

    0.04% of the 13F portfolio, value $223,072.

    13F-HR 0001951757-26-001048 filed by MARINO, STRAM & ASSOCIATES LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -2,385 shares

    13F-HR 0001951757-26-000205 filed by MARINO, STRAM & ASSOCIATES LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-09-30
    13F 2,385 shares
    Change vs previous 13F -192 shares

    0.04% of the 13F portfolio, value $230,235.

    13F-HR 0001951757-25-001240 filed by MARINO, STRAM & ASSOCIATES LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 2,577 shares
    Change vs previous 13F -108 shares

    0.05% of the 13F portfolio, value $237,030.

    13F-HR 0001951757-25-000895 filed by MARINO, STRAM & ASSOCIATES LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 2,685 shares
    Change vs previous 13F -278 shares

    0.05% of the 13F portfolio, value $228,429.

    13F-HR 0001951757-25-000382 filed by MARINO, STRAM & ASSOCIATES LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 2,963 shares
    Change vs previous 13F +10 shares

    0.06% of the 13F portfolio, value $261,911.

    13F-HR 0001951757-25-000070 filed by MARINO, STRAM & ASSOCIATES LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 2,953 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $260,280.

    13F-HR 0001951757-24-001091 filed by MARINO, STRAM & ASSOCIATES LLC
    Filed (acceptance time not in the bulk data set), ingested

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