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Prime Capital Investment Advisors, LLC: IWR position timeline

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

Prime Capital Investment Advisors, LLC held 136,456 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 136,456 shares
    Change vs previous 13F +5,616 shares

    0.15% of the 13F portfolio, value $15,053,858.

    13F-HR 0001214659-26-009642 filed by Prime Capital 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 130,840 shares
    Change vs previous 13F +21,565 shares

    0.15% of the 13F portfolio, value $12,721,589.

    13F-HR 0001214659-26-005807 filed by Prime Capital 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 109,275 shares
    Change vs previous 13F -7,353 shares

    0.13% of the 13F portfolio, value $10,519,874.

    13F-HR 0001214659-26-000718 filed by Prime Capital Investment 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 ended2025-09-30
    13F 116,628 shares
    Change vs previous 13F +833 shares

    0.14% of the 13F portfolio, value $11,260,448.

    13F-HR 0001214659-25-015961 filed by Prime Capital Investment 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 ended2025-06-30
    13F 115,795 shares
    Change vs previous 13F -17,783 shares

    0.14% of the 13F portfolio, value $10,649,670.

    13F-HR 0001214659-25-010773 filed by Prime Capital Investment 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 ended2025-03-31
    13F 133,578 shares
    Change vs previous 13F +34,813 shares

    0.13% of the 13F portfolio, value $11,363,447.

    13F-HR 0001214659-25-007438 filed by Prime Capital Investment 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 ended2024-12-31
    13F 98,765 shares
    Change vs previous 13F +1,361 shares

    0.13% of the 13F portfolio, value $8,730,833.

    13F-HR 0001214659-25-002445 filed by Prime Capital Investment 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 ended2024-09-30
    13F 97,404 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $8,585,157.

    13F-HR 0001214659-24-018432 filed by Prime Capital Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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