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MMA ASSET MANAGEMENT LLC: IWN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MMA ASSET MANAGEMENT LLC on IWN, newest first. How the timeline and the estimate are built.

MMA ASSET MANAGEMENT LLC held 4,995 IWN shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,995 shares
    Change vs previous 13F -138 shares

    0.35% of the 13F portfolio, value $1,104,894.

    13F-HR 0001193125-26-332485 filed by MMA ASSET MANAGEMENT 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 5,133 shares
    Change vs previous 13F +211 shares

    0.34% of the 13F portfolio, value $973,165.

    13F-HR 0001193125-26-147137 filed by MMA ASSET MANAGEMENT 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 4,922 shares
    Change vs previous 13F -223 shares

    0.32% of the 13F portfolio, value $891,916.

    13F-HR 0001193125-26-033937 filed by MMA ASSET MANAGEMENT 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 5,145 shares
    Change vs previous 13F -3,207 shares

    0.3% of the 13F portfolio, value $909,687.

    13F-HR 0001193125-25-266364 filed by MMA ASSET MANAGEMENT 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 8,352 shares
    Change vs previous 13F -23,691 shares

    0.51% of the 13F portfolio, value $1,317,612.

    13F-HR 0000950123-25-006996 filed by MMA ASSET MANAGEMENT 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 32,043 shares
    Change vs previous 13F +1,367 shares

    2.04% of the 13F portfolio, value $4,837,790.

    13F-HR 0000950123-25-004263 filed by MMA ASSET MANAGEMENT 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 30,676 shares
    Change vs previous 13F -74,888 shares

    2.2% of the 13F portfolio, value $5,036,038.

    13F-HR 0000950123-25-000960 filed by MMA ASSET MANAGEMENT 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 105,564 shares
    Change vs previous 13F not available

    4.05% of the 13F portfolio, value $15,202,146.

    13F-HR 0000950123-25-000958 filed by MMA ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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