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Disclosery

OFC FINANCIAL PLANNING, LLC: IWR position timeline

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

OFC FINANCIAL PLANNING, LLC held 10,549 IWR shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,549 shares
    Change vs previous 13F 0 shares

    1.03% of the 13F portfolio, value $1,163,766.

    13F-HR 0002052590-26-000004 filed by OFC FINANCIAL PLANNING, 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 10,549 shares
    Change vs previous 13F 0 shares

    1.01% of the 13F portfolio, value $1,025,679.

    13F-HR 0002052590-26-000002 filed by OFC FINANCIAL PLANNING, 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 10,549 shares
    Change vs previous 13F -300 shares

    0.96% of the 13F portfolio, value $1,015,552.

    13F-HR 0002052590-26-000001 filed by OFC FINANCIAL PLANNING, 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 10,849 shares
    Change vs previous 13F -842 shares

    1.04% of the 13F portfolio, value $1,047,471.

    13F-HR 0002052590-25-000005 filed by OFC FINANCIAL PLANNING, 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 11,691 shares
    Change vs previous 13F 0 shares

    1.14% of the 13F portfolio, value $1,075,221.

    13F-HR 0002052590-25-000003 filed by OFC FINANCIAL PLANNING, 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 11,691 shares
    Change vs previous 13F -65 shares

    1.13% of the 13F portfolio, value $994,553.

    13F-HR 0002052590-25-000002 filed by OFC FINANCIAL PLANNING, 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 11,756 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $1,039,230.

    13F-HR 0002052590-25-000001 filed by OFC FINANCIAL PLANNING, LLC
    Filed (acceptance time not in the bulk data set), ingested

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