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Disclosery

MONEYWISE, INC.: IWR position timeline

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

MONEYWISE, INC. held 22,022 IWR shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,022 shares
    Change vs previous 13F +5,015 shares

    0.91% of the 13F portfolio, value $2,429,428.

    13F-HR 0001754960-26-000568 filed by MONEYWISE, INC.
    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 17,007 shares
    Change vs previous 13F +6,378 shares

    0.72% of the 13F portfolio, value $1,653,602.

    13F-HR 0001754960-26-000329 filed by MONEYWISE, INC.
    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 10,629 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $1,023,242.

    13F-HR 0001754960-26-000157 filed by MONEYWISE, INC.
    Filed (acceptance time not in the bulk data set), ingested

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