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Disclosery

MBA Advisors LLC: IWR position timeline

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

MBA Advisors LLC held 14,412 IWR shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,412 shares
    Change vs previous 13F 0 shares

    0.54% of the 13F portfolio, value $1,589,932.

    13F-HR 0001848704-26-000003 filed by MBA Advisors 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 14,412 shares
    Change vs previous 13F -236 shares

    0.54% of the 13F portfolio, value $1,401,279.

    13F-HR 0001848704-26-000002 filed by MBA Advisors 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 14,648 shares
    Change vs previous 13F 0 shares

    0.57% of the 13F portfolio, value $1,410,163.

    13F-HR 0001848704-26-000001 filed by MBA Advisors 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 14,648 shares
    Change vs previous 13F -300 shares

    0.6% of the 13F portfolio, value $1,414,264.

    13F-HR 0001848704-25-000002 filed by MBA Advisors 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 14,948 shares
    Change vs previous 13F -865 shares

    0.63% of the 13F portfolio, value $1,374,768.

    13F-HR 0001085146-25-003959 filed by MBA Advisors 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 15,813 shares
    Change vs previous 13F -215 shares

    0.67% of the 13F portfolio, value $1,345,212.

    13F-HR 0001085146-25-002414 filed by MBA Advisors 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 16,028 shares
    Change vs previous 13F -4,965 shares

    0.72% of the 13F portfolio, value $1,416,875.

    13F-HR 0001085146-25-000583 filed by MBA Advisors 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 20,993 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $1,850,323.

    13F-HR 0001085146-24-005131 filed by MBA Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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