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PRAIRIEVIEW WEALTH PARTNERS, LLC: IWR position timeline

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

PRAIRIEVIEW WEALTH PARTNERS, LLC held 110,233 IWR shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 110,233 shares
    Change vs previous 13F -613 shares

    9.09% of the 13F portfolio, value $12,160,905.

    13F-HR 0001765380-26-000295 filed by PRAIRIEVIEW WEALTH PARTNERS, 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 110,846 shares
    Change vs previous 13F +1,863 shares

    8.84% of the 13F portfolio, value $10,777,557.

    13F-HR 0001765380-26-000149 filed by PRAIRIEVIEW WEALTH PARTNERS, 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 108,983 shares
    Change vs previous 13F +4,527 shares

    9.52% of the 13F portfolio, value $10,491,793.

    13F-HR 0002011194-26-000001 filed by PRAIRIEVIEW WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 104,456 shares
    Change vs previous 13F +2,957 shares

    9.47% of the 13F portfolio, value $10,085,227.

    13F-HR 0001765380-25-000468 filed by PRAIRIEVIEW WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 101,499 shares
    Change vs previous 13F +1,005 shares

    9.69% of the 13F portfolio, value $9,334,863.

    13F-HR 0001765380-25-000312 filed by PRAIRIEVIEW WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 100,494 shares
    Change vs previous 13F -45,204 shares

    10.45% of the 13F portfolio, value $8,549,025.

    13F-HR 0001765380-25-000203 filed by PRAIRIEVIEW WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 145,698 shares
    Change vs previous 13F -1,595 shares

    13.92% of the 13F portfolio, value $12,879,703.

    13F-HR 0001765380-25-000019 filed by PRAIRIEVIEW WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 147,293 shares
    Change vs previous 13F not available

    14.03% of the 13F portfolio, value $12,982,405.

    13F-HR 0001765380-24-000393 filed by PRAIRIEVIEW WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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