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Disclosery

NorthRock Partners, LLC: IWR position timeline

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

NorthRock Partners, LLC held 680,478 IWR 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 680,478 shares
    Change vs previous 13F -27,291 shares

    1.09% of the 13F portfolio, value $75,070,360.

    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 707,769 shares
    Change vs previous 13F -11,153 shares

    1.11% of the 13F portfolio, value $68,816,447.

    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 718,922 shares
    Change vs previous 13F +185,432 shares

    1.17% of the 13F portfolio, value $69,210,654.

    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 533,490 shares
    Change vs previous 13F +495,279 shares

    0.93% of the 13F portfolio, value $51,508,468.

    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 38,211 shares
    Change vs previous 13F +8,316 shares

    0.09% of the 13F portfolio, value $3,514,239.

    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 29,895 shares
    Change vs previous 13F -828 shares

    0.09% of the 13F portfolio, value $2,543,143.

    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 30,723 shares
    Change vs previous 13F -3,319 shares

    0.09% of the 13F portfolio, value $2,715,888.

    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 34,042 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $3,000,436.

    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).