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Platte River Wealth Advisors, LLC: IWR position timeline

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

Platte River Wealth Advisors, LLC held 16,529 IWR shares at 2024-09-30 per its 13F-HR filed 2024-10-07.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 16,529 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $1,456,866.

    13F-HR 0001802013-24-000006 filed by Platte River Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 16,529 shares
    Change vs previous 13F 0 shares

    0.38% of the 13F portfolio, value $1,340,171.

    13F-HR 0001802013-24-000004 filed by Platte River Wealth 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 ended2024-03-31
    13F 16,529 shares
    Change vs previous 13F -1,205 shares

    0.4% of the 13F portfolio, value $1,389,924.

    13F-HR 0001802013-24-000003 filed by Platte River Wealth 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 ended2023-12-31
    13F 17,734 shares
    Change vs previous 13F -2,141 shares

    0.46% of the 13F portfolio, value $1,378,464.

    13F-HR 0001802013-24-000001 filed by Platte River Wealth 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 ended2023-09-30
    13F 19,875 shares
    Change vs previous 13F +2,141 shares

    0.5% of the 13F portfolio, value $1,376,344.

    13F-HR 0001802013-23-000005 filed by Platte River Wealth 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 ended2023-06-30
    13F 17,734 shares
    Change vs previous 13F -365 shares

    0.45% of the 13F portfolio, value $1,295,114.

    13F-HR 0001802013-23-000004 filed by Platte River Wealth 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 ended2023-03-31
    13F 18,099 shares
    Change vs previous 13F 0 shares

    0.49% of the 13F portfolio, value $1,265,482.

    13F-HR 0001802013-23-000002 filed by Platte River Wealth 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 ended2022-12-31
    13F 18,099 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $1,220,778.

    13F-HR 0001802013-23-000001 filed by Platte River Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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