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Private Wealth Asset Management, LLC: IWR position timeline

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

Private Wealth Asset Management, LLC held 137,589 IWR 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 137,589 shares
    Change vs previous 13F -3,058 shares

    1.46% of the 13F portfolio, value $15,178,818.

    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 140,647 shares
    Change vs previous 13F -425 shares

    1.46% of the 13F portfolio, value $13,675,108.

    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 141,072 shares
    Change vs previous 13F +847 shares

    1.48% of the 13F portfolio, value $13,581,001.

    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 140,225 shares
    Change vs previous 13F -5,525 shares

    1.6% of the 13F portfolio, value $13,538,724.

    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 145,750 shares
    Change vs previous 13F +3,361 shares

    1.78% of the 13F portfolio, value $13,404,628.

    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 142,389 shares
    Change vs previous 13F not available

    1.74% of the 13F portfolio, value $12,113,032.

    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).