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Mutual Advisors, LLC: IWP position timeline

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

Mutual Advisors, LLC held 15,465 IWP shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,465 shares
    Change vs previous 13F -4,270 shares

    0.04% of the 13F portfolio, value $2,264,196.

    13F-HR 0001986152-26-000154 filed by Mutual 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 19,735 shares
    Change vs previous 13F -2,831 shares

    0.05% of the 13F portfolio, value $2,528,403.

    13F-HR 0001986152-26-000054 filed by Mutual 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 22,566 shares
    Change vs previous 13F +2,092 shares

    0.07% of the 13F portfolio, value $3,090,129.

    13F-HR 0001986152-26-000005 filed by Mutual 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 20,474 shares
    Change vs previous 13F -897 shares

    0.06% of the 13F portfolio, value $2,933,542.

    13F-HR 0001986152-25-000100 filed by Mutual 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 21,371 shares
    Change vs previous 13F -4,912 shares

    0.08% of the 13F portfolio, value $3,041,298.

    13F-HR 0001986152-25-000050 filed by Mutual 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 26,283 shares
    Change vs previous 13F -17,581 shares

    0.09% of the 13F portfolio, value $3,157,686.

    13F-HR 0001986152-25-000037 filed by Mutual 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 43,864 shares
    Change vs previous 13F +2,830 shares

    0.17% of the 13F portfolio, value $5,765,888.

    13F-HR 0001986152-25-000002 filed by Mutual 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 41,034 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $4,945,420.

    13F-HR 0001986152-24-000046 filed by Mutual Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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