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Disclosery

Orin Green Financial, LLC: IWR position timeline

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

Orin Green Financial, LLC held 60,571 IWR shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 60,571 shares
    Change vs previous 13F -1,358 shares

    2.47% of the 13F portfolio, value $6,682,193.

    13F-HR 0001844227-26-000003 filed by Orin Green Financial, 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 61,929 shares
    Change vs previous 13F +92 shares

    2.47% of the 13F portfolio, value $6,021,356.

    13F-HR 0001844227-26-000002 filed by Orin Green Financial, 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 61,837 shares
    Change vs previous 13F -3,924 shares

    2.38% of the 13F portfolio, value $5,953,048.

    13F-HR 0001844227-26-000001 filed by Orin Green Financial, 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 65,761 shares
    Change vs previous 13F -2,046 shares

    2.54% of the 13F portfolio, value $6,349,224.

    13F-HR 0001844227-25-000002 filed by Orin Green Financial, 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 67,807 shares
    Change vs previous 13F -1,269 shares

    2.64% of the 13F portfolio, value $6,236,210.

    13F-HR 0001085146-25-004260 filed by Orin Green Financial, 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 69,076 shares
    Change vs previous 13F +69,076 shares

    2.56% of the 13F portfolio, value $5,427,992.

    13F-HR 0001085146-25-002655 filed by Orin Green Financial, 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 0 shares
    Change vs previous 13F -70,149 shares

    13F-HR 0001085146-25-001754 filed by Orin Green Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  8. period ended2024-09-30
    13F 70,149 shares
    Change vs previous 13F not available

    2.67% of the 13F portfolio, value $6,182,933.

    13F-HR 0001085146-24-004948 filed by Orin Green Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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