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Disclosery

Miller Investment Management, LP: IWR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Miller Investment Management, LP on IWR, newest first. How the timeline and the estimate are built.

Miller Investment Management, LP held 191,472 IWR shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 191,472 shares
    Change vs previous 13F +3,194 shares

    1.93% of the 13F portfolio, value $21,123,191.

    13F-HR 0001407382-26-000007 filed by Miller Investment Management, LP
    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 188,278 shares
    Change vs previous 13F -6,287 shares

    1.82% of the 13F portfolio, value $18,306,270.

    13F-HR 0001407382-26-000005 filed by Miller Investment Management, LP
    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 194,565 shares
    Change vs previous 13F -31,453 shares

    1.83% of the 13F portfolio, value $18,730,773.

    13F-HR 0001407382-26-000002 filed by Miller Investment Management, LP
    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 226,018 shares
    Change vs previous 13F -899 shares

    2.19% of the 13F portfolio, value $21,822,038.

    13F-HR 0001407382-25-000013 filed by Miller Investment Management, LP
    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 226,917 shares
    Change vs previous 13F -2,589 shares

    2.19% of the 13F portfolio, value $20,869,556.

    13F-HR 0001407382-25-000009 filed by Miller Investment Management, LP
    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 229,506 shares
    Change vs previous 13F -899 shares

    2.16% of the 13F portfolio, value $19,524,075.

    13F-HR 0001407382-25-000005 filed by Miller Investment Management, LP
    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 230,405 shares
    Change vs previous 13F -1,403 shares

    2.23% of the 13F portfolio, value $20,367,802.

    13F-HR 0001407382-25-000003 filed by Miller Investment Management, LP
    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 231,808 shares
    Change vs previous 13F not available

    2.13% of the 13F portfolio, value $20,431,557.

    13F-HR 0001407382-24-000012 filed by Miller Investment Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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