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Palacios Wealth Management, LLC: IWMI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Palacios Wealth Management, LLC on IWMI, newest first. How the timeline and the estimate are built.

Palacios Wealth Management, LLC held 62,100 IWMI shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 62,100 shares
    Change vs previous 13F +3,623 shares

    1.96% of the 13F portfolio, value $3,323,592.

    13F-HR 0001705819-26-000043 filed by Palacios 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 ended2026-03-31
    13F 58,477 shares
    Change vs previous 13F +45,476 shares

    1.87% of the 13F portfolio, value $2,983,497.

    13F-HR 0001705819-26-000037 filed by Palacios 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 ended2025-12-31
    13F 13,001 shares
    Change vs previous 13F -220 shares

    0.48% of the 13F portfolio, value $632,889.

    13F-HR 0001705819-26-000015 filed by Palacios 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 ended2025-09-30
    13F 13,221 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $642,210.

    13F-HR 0001705819-25-000079 filed by Palacios Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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