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Disclosery

Millstone Evans Group, LLC: IWS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Millstone Evans Group, LLC on IWS, newest first. How the timeline and the estimate are built.

Millstone Evans Group, LLC held 19,763 IWS shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,763 shares
    Change vs previous 13F -2,590 shares

    1.76% of the 13F portfolio, value $3,252,990.

    13F-HR 0002041943-26-000003 filed by Millstone Evans Group, 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 22,353 shares
    Change vs previous 13F -428 shares

    1.95% of the 13F portfolio, value $3,257,726.

    13F-HR 0002041943-26-000002 filed by Millstone Evans Group, 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 22,781 shares
    Change vs previous 13F +1,596 shares

    1.89% of the 13F portfolio, value $3,213,260.

    13F-HR 0002041943-26-000001 filed by Millstone Evans Group, 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 21,185 shares
    Change vs previous 13F -705 shares

    1.88% of the 13F portfolio, value $2,958,909.

    13F-HR 0002041943-25-000005 filed by Millstone Evans Group, 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 21,890 shares
    Change vs previous 13F -9 shares

    1.97% of the 13F portfolio, value $2,892,545.

    13F-HR 0002041943-25-000003 filed by Millstone Evans Group, 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 21,899 shares
    Change vs previous 13F -337 shares

    1.87% of the 13F portfolio, value $2,758,617.

    13F-HR 0002041943-25-000002 filed by Millstone Evans Group, 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 22,236 shares
    Change vs previous 13F not available

    1.96% of the 13F portfolio, value $2,876,004.

    13F-HR 0002041943-25-000001 filed by Millstone Evans Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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