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Disclosery

PFW Advisors LLC: IWR position timeline

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

PFW Advisors LLC held 177,997 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 177,997 shares
    Change vs previous 13F -1,722 shares

    5.64% of the 13F portfolio, value $18,994,060.

    13F-HR 0001989744-26-000005 filed by PFW Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 179,719 shares
    Change vs previous 13F -1,649 shares

    5.78% of the 13F portfolio, value $19,826,600.

    13F-HR 0001989744-26-000003 filed by PFW 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 181,368 shares
    Change vs previous 13F -1,066 shares

    5.55% of the 13F portfolio, value $17,634,411.

    13F-HR 0001989744-26-000002 filed by PFW 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 182,434 shares
    Change vs previous 13F +301 shares

    5.3% of the 13F portfolio, value $17,562,921.

    13F-HR 0001989744-26-000001 filed by PFW 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 182,133 shares
    Change vs previous 13F -907 shares

    5.2% of the 13F portfolio, value $17,584,941.

    13F-HR 0001989744-25-000005 filed by PFW 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 183,040 shares
    Change vs previous 13F -5,556 shares

    5.18% of the 13F portfolio, value $16,834,189.

    13F-HR 0001989744-25-000004 filed by PFW 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 188,596 shares
    Change vs previous 13F -4,403 shares

    5.03% of the 13F portfolio, value $16,043,862.

    13F-HR 0001989744-25-000002 filed by PFW 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 192,999 shares
    Change vs previous 13F not available

    5.25% of the 13F portfolio, value $17,061,112.

    13F-HR 0001989744-25-000001 filed by PFW Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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