Skip to content
Disclosery

MATRIX ASSET ADVISORS INC/NY: IWR position timeline

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

MATRIX ASSET ADVISORS INC/NY held 59,303 IWR shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 59,303 shares
    Change vs previous 13F +210 shares

    0.52% of the 13F portfolio, value $6,328,251.

    13F-HR 0001172661-26-004502 filed by MATRIX ASSET ADVISORS INC/NY
    Accepted , ingested

  2. period ended2026-06-30
    13F 59,093 shares
    Change vs previous 13F -478 shares

    0.53% of the 13F portfolio, value $6,519,143.

    13F-HR 0001172661-26-002637 filed by MATRIX ASSET ADVISORS INC/NY
    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 59,571 shares
    Change vs previous 13F +644 shares

    0.53% of the 13F portfolio, value $5,792,130.

    13F-HR 0001172661-26-001524 filed by MATRIX ASSET ADVISORS INC/NY
    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 58,927 shares
    Change vs previous 13F +910 shares

    0.51% of the 13F portfolio, value $5,672,978.

    13F-HR 0001172661-26-000208 filed by MATRIX ASSET ADVISORS INC/NY
    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 58,017 shares
    Change vs previous 13F +90 shares

    0.52% of the 13F portfolio, value $5,601,612.

    13F-HR 0001172661-25-004282 filed by MATRIX ASSET ADVISORS INC/NY
    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/A 57,927 shares
    Change vs previous 13F +545 shares

    0.54% of the 13F portfolio, value $5,327,633.

    13F-HR/A 0001172661-25-003115 filed by MATRIX ASSET ADVISORS INC/NY
    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 57,382 shares
    Change vs previous 13F +2,976 shares

    0.54% of the 13F portfolio, value $4,881,562.

    13F-HR 0001172661-25-001530 filed by MATRIX ASSET ADVISORS INC/NY
    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 54,406 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $4,809,457.

    13F-HR 0001172661-25-000313 filed by MATRIX ASSET ADVISORS INC/NY
    Filed (acceptance time not in the bulk data set), ingested

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