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OLYMPUS WEALTH MANAGEMENT, LLC: IWF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OLYMPUS WEALTH MANAGEMENT, LLC on IWF, newest first. How the timeline and the estimate are built.

OLYMPUS WEALTH MANAGEMENT, LLC held 25,223 IWF shares at 2025-06-30 per its 13F-HR filed 2025-07-17.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 25,223 shares
    Change vs previous 13F +4,770 shares

    3.6% of the 13F portfolio, value $10,709,069.

    13F-HR 0001995674-25-000004 filed by OLYMPUS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 20,453 shares
    Change vs previous 13F +7,759 shares

    3.24% of the 13F portfolio, value $7,385,342.

    13F-HR 0001995674-25-000003 filed by OLYMPUS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 12,694 shares
    Change vs previous 13F +1,501 shares

    1.86% of the 13F portfolio, value $5,097,697.

    13F-HR 0001995674-25-000001 filed by OLYMPUS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 11,193 shares
    Change vs previous 13F -4,094 shares

    1.44% of the 13F portfolio, value $4,201,789.

    13F-HR 0001995674-24-000009 filed by OLYMPUS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 15,287 shares
    Change vs previous 13F +4,934 shares

    1.74% of the 13F portfolio, value $5,572,320.

    13F-HR 0001995674-24-000005 filed by OLYMPUS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 10,353 shares
    Change vs previous 13F +2,671 shares

    2.07% of the 13F portfolio, value $3,489,625.

    13F-HR 0001995674-24-000004 filed by OLYMPUS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F/A 7,682 shares
    Change vs previous 13F -295 shares

    1.2% of the 13F portfolio, value $2,328,871.

    13F-HR/A 0001995674-24-000003 filed by OLYMPUS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 7,977 shares
    Change vs previous 13F not available

    1.21% of the 13F portfolio, value $2,121,692.

    13F-HR 0001995674-23-000009 filed by OLYMPUS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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