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Private Wealth Asset Management, LLC: IWN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Private Wealth Asset Management, LLC on IWN, newest first. How the timeline and the estimate are built.

Private Wealth Asset Management, LLC held 6,463 IWN shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,463 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $1,429,616.

    13F-HR 0001883006-26-000007 filed by Private Wealth Asset Management, 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 6,463 shares
    Change vs previous 13F +322 shares

    0.13% of the 13F portfolio, value $1,225,320.

    13F-HR 0001883006-26-000005 filed by Private Wealth Asset Management, 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 6,141 shares
    Change vs previous 13F +265 shares

    0.12% of the 13F portfolio, value $1,112,811.

    13F-HR 0001883006-26-000003 filed by Private Wealth Asset Management, 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 5,876 shares
    Change vs previous 13F -222 shares

    0.12% of the 13F portfolio, value $1,038,936.

    13F-HR 0001883006-25-000003 filed by Private Wealth Asset Management, 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 6,098 shares
    Change vs previous 13F +12 shares

    0.13% of the 13F portfolio, value $962,020.

    13F-HR 0001855205-25-000033 filed by Private Wealth Asset Management, 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 6,086 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $918,864.

    13F-HR 0001855205-25-000031 filed by Private Wealth Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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