Navigation Wealth Management, Inc.: IWP position timeline

Navigation Wealth Management, Inc. held 3,417 IWP shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 3,417 shares

   Change vs previous 13F +151 shares

   0.69% of the 13F portfolio, value $500,283.

   13F-HR 0001839930-26-000003 filed by Navigation Wealth Management, Inc.
   Filed 2026-07-16 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 3,266 shares

   Change vs previous 13F +512 shares

   1.51% of the 13F portfolio, value $418,440.

   13F-HR 0001839930-26-000002 filed by Navigation Wealth Management, Inc.
   Filed 2026-04-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 2,754 shares

   Change vs previous 13F +116 shares

   0.56% of the 13F portfolio, value $377,133.

   13F-HR 0001839930-26-000001 filed by Navigation Wealth Management, Inc.
   Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 2,638 shares

   Change vs previous 13F +864 shares

   0.55% of the 13F portfolio, value $375,664.

   13F-HR 0001839930-25-000002 filed by Navigation Wealth Management, Inc.
   Filed 2025-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 1,774 shares

   Change vs previous 13F not available

   0.36% of the 13F portfolio, value $246,018.

   13F-HR 0001085146-25-003696 filed by Navigation Wealth Management, Inc.
   Filed 2025-07-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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