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Polaris Investment Advisors, LLC: IWR position timeline

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

Polaris Investment Advisors, LLC held 7,932 IWR shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,932 shares
    Change vs previous 13F 0 shares

    0.56% of the 13F portfolio, value $875,012.

    13F-HR 0001951757-26-000960 filed by Polaris Investment 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 ended2026-03-31
    13F 7,932 shares
    Change vs previous 13F 0 shares

    0.56% of the 13F portfolio, value $771,188.

    13F-HR 0001951757-26-000669 filed by Polaris Investment 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 ended2025-12-31
    13F 7,932 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $763,574.

    13F-HR 0001951757-26-000148 filed by Polaris Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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