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Disclosery

Pathway Financial Advisors LLC: IWR position timeline

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

Pathway Financial Advisors LLC held 33,170 IWR shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 33,170 shares
    Change vs previous 13F -185 shares

    0.39% of the 13F portfolio, value $3,539,571.

    13F-HR 0001738828-26-000008 filed by Pathway Financial Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 33,355 shares
    Change vs previous 13F 0 shares

    0.43% of the 13F portfolio, value $3,680,391.

    13F-HR 0001738828-26-000006 filed by Pathway Financial Advisors LLC
    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 33,355 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $3,280,131.

    13F-HR 0001738828-26-000005 filed by Pathway Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 33,355 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $3,330,163.

    13F-HR 0001738828-26-000001 filed by Pathway Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 33,355 shares
    Change vs previous 13F 0 shares

    0.43% of the 13F portfolio, value $3,220,425.

    13F-HR 0001738828-25-000009 filed by Pathway Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 33,355 shares
    Change vs previous 13F +3,686 shares

    0.45% of the 13F portfolio, value $3,067,659.

    13F-HR 0001738828-25-000006 filed by Pathway Financial Advisors LLC
    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 29,669 shares
    Change vs previous 13F 0 shares

    0.45% of the 13F portfolio, value $2,523,942.

    13F-HR 0001738828-25-000003 filed by Pathway Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 29,669 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $2,622,740.

    13F-HR 0001738828-25-000001 filed by Pathway Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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