Oldfather Financial Services, LLC: IWO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Oldfather Financial Services, LLC on IWO, newest first. How the timeline and the estimate are built.
Oldfather Financial Services, LLC held 27,202 IWO shares at 2025-12-31 per its 13F-HR filed 2026-01-16.
the latest 13F is the newest step
- period ended2025-12-3113F 27,202 sharesChange vs previous 13F -3 shares
2.62% of the 13F portfolio, value $8,786,416.
13F-HR 0001775530-26-000001 filed by Oldfather Financial Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 27,205 sharesChange vs previous 13F +864 shares
2.71% of the 13F portfolio, value $8,706,551.
13F-HR 0001775530-25-000009 filed by Oldfather Financial Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 26,341 sharesChange vs previous 13F +538 shares
2.59% of the 13F portfolio, value $7,529,979.
13F-HR 0001775530-25-000006 filed by Oldfather Financial Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 25,803 sharesChange vs previous 13F +129 shares
2.5% of the 13F portfolio, value $6,593,539.
13F-HR 0001775530-25-000003 filed by Oldfather Financial Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 25,674 sharesChange vs previous 13F +92 shares
2.82% of the 13F portfolio, value $7,389,501.
13F-HR 0001775530-25-000001 filed by Oldfather Financial Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 25,582 sharesChange vs previous 13F -166 shares
2.8% of the 13F portfolio, value $7,265,230.
13F-HR 0001775530-24-000006 filed by Oldfather Financial Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 25,748 sharesChange vs previous 13F -198 shares
2.77% of the 13F portfolio, value $6,759,649.
13F-HR 0001775530-24-000003 filed by Oldfather Financial Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 25,946 sharesChange vs previous 13F not available
2.89% of the 13F portfolio, value $7,026,306.
13F-HR 0001775530-24-000002 filed by Oldfather Financial Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).