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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

  1. period ended2025-12-31
    13F 27,202 shares
    Change 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), ingested

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

  2. period ended2025-09-30
    13F 27,205 shares
    Change 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), ingested

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

  3. period ended2025-06-30
    13F 26,341 shares
    Change 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), ingested

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

  4. period ended2025-03-31
    13F 25,803 shares
    Change 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), ingested

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

  5. period ended2024-12-31
    13F 25,674 shares
    Change 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), ingested

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

  6. period ended2024-09-30
    13F 25,582 shares
    Change 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), ingested

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

  7. period ended2024-06-30
    13F 25,748 shares
    Change 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), ingested

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

  8. period ended2024-03-31
    13F 25,946 shares
    Change 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), ingested

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