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Disclosery

NorthRock Partners, LLC: IWP position timeline

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

NorthRock Partners, LLC held 86,562 IWP shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 86,562 shares
    Change vs previous 13F -3,282 shares

    0.18% of the 13F portfolio, value $12,673,542.

    13F-HR 0001172661-26-003263 filed by NorthRock 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 89,844 shares
    Change vs previous 13F -738 shares

    0.19% of the 13F portfolio, value $11,510,921.

    13F-HR 0001172661-26-002224 filed by NorthRock 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 90,582 shares
    Change vs previous 13F -1,925 shares

    0.21% of the 13F portfolio, value $12,404,347.

    13F-HR 0001172661-26-001063 filed by NorthRock 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 92,507 shares
    Change vs previous 13F -484 shares

    0.24% of the 13F portfolio, value $13,173,922.

    13F-HR 0001172661-25-004787 filed by NorthRock 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/A 92,991 shares
    Change vs previous 13F +3,051 shares

    0.34% of the 13F portfolio, value $12,895,992.

    13F-HR/A 0001172661-25-004912 filed by NorthRock 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 89,940 shares
    Change vs previous 13F -6,581 shares

    0.36% of the 13F portfolio, value $10,567,051.

    13F-HR 0001398344-25-008966 filed by NorthRock 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/A 96,521 shares
    Change vs previous 13F -2,082 shares

    0.4% of the 13F portfolio, value $12,234,037.

    13F-HR/A 0001398344-25-007448 filed by NorthRock 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/A 98,603 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $11,565,146.

    13F-HR/A 0001398344-25-007446 filed by NorthRock Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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