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Disclosery

Narus Financial Partners, LLC: IWR position timeline

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

Narus Financial Partners, LLC held 31,478 IWR shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,478 shares
    Change vs previous 13F +898 shares

    0.89% of the 13F portfolio, value $3,472,657.

    13F-HR 0001698091-26-000004 filed by Narus Financial Partners, 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 30,580 shares
    Change vs previous 13F +1,571 shares

    0.78% of the 13F portfolio, value $2,973,293.

    13F-HR 0001698091-26-000003 filed by Narus Financial Partners, 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 29,009 shares
    Change vs previous 13F -209 shares

    0.77% of the 13F portfolio, value $2,792,696.

    13F-HR 0001698091-26-000002 filed by Narus Financial Partners, 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/A 29,218 shares
    Change vs previous 13F +2,331 shares

    0.77% of the 13F portfolio, value $2,820,998.

    13F-HR/A 0001698091-26-000001 filed by Narus Financial Partners, 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 26,887 shares
    Change vs previous 13F -4,815 shares

    0.77% of the 13F portfolio, value $2,472,797.

    13F-HR 0001698091-25-000004 filed by Narus Financial Partners, 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 31,702 shares
    Change vs previous 13F +6,221 shares

    0.92% of the 13F portfolio, value $2,696,889.

    13F-HR 0001698091-25-000003 filed by Narus Financial Partners, 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 25,481 shares
    Change vs previous 13F +18,543 shares

    0.76% of the 13F portfolio, value $2,252,520.

    13F-HR 0001698091-25-000001 filed by Narus Financial Partners, 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 6,938 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $611,515.

    13F-HR 0001698091-24-000009 filed by Narus Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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