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Disclosery

Mason & Associates, LLC: IWR position timeline

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

Mason & Associates, LLC held 10,201 IWR shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,201 shares
    Change vs previous 13F -34 shares

    0.23% of the 13F portfolio, value $1,125,374.

    13F-HR 0001754960-26-000510 filed by Mason & 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 ended2026-03-31
    13F 10,235 shares
    Change vs previous 13F -37 shares

    0.23% of the 13F portfolio, value $995,149.

    13F-HR 0001754960-26-000303 filed by Mason & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 10,272 shares
    Change vs previous 13F -1,064 shares

    0.22% of the 13F portfolio, value $988,885.

    13F-HR 0001754960-26-000098 filed by Mason & 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 ended2025-09-30
    13F 11,336 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $1,042,572.

    13F-HR 0001754960-25-000746 filed by Mason & 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 ended2025-06-30
    13F 11,336 shares
    Change vs previous 13F -853 shares

    0.26% of the 13F portfolio, value $1,042,572.

    13F-HR 0001754960-25-000508 filed by Mason & 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 ended2025-03-31
    13F 12,189 shares
    Change vs previous 13F -67 shares

    0.3% of the 13F portfolio, value $1,036,918.

    13F-HR 0001754960-25-000175 filed by Mason & 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 ended2024-12-31
    13F 12,256 shares
    Change vs previous 13F -628 shares

    0.32% of the 13F portfolio, value $1,083,430.

    13F-HR 0001754960-25-000031 filed by Mason & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 12,884 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $1,135,596.

    13F-HR 0001754960-24-000500 filed by Mason & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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