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Parkshore Wealth Management, Inc.: IWO position timeline

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

Parkshore Wealth Management, Inc. held 1,337 IWO shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,337 shares
    Change vs previous 13F -43 shares

    0.12% of the 13F portfolio, value $477,240.

    13F-HR 0001172661-26-004510 filed by Parkshore Wealth Management, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,380 shares
    Change vs previous 13F -306 shares

    0.16% of the 13F portfolio, value $543,779.

    13F-HR 0001172661-26-003140 filed by Parkshore Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 1,686 shares
    Change vs previous 13F -8 shares

    0.18% of the 13F portfolio, value $529,140.

    13F-HR 0001172661-26-001776 filed by Parkshore Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 1,694 shares
    Change vs previous 13F +4 shares

    0.21% of the 13F portfolio, value $547,129.

    13F-HR 0001172661-26-000530 filed by Parkshore Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 1,690 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $541,003.

    13F-HR 0001172661-25-004783 filed by Parkshore Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 1,690 shares
    Change vs previous 13F -180 shares

    0.24% of the 13F portfolio, value $483,188.

    13F-HR 0001172661-25-002572 filed by Parkshore Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 1,870 shares
    Change vs previous 13F -2 shares

    0.28% of the 13F portfolio, value $477,883.

    13F-HR 0001172661-25-002430 filed by Parkshore Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 1,872 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $538,799.

    13F-HR 0001172661-25-001105 filed by Parkshore Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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