PW ADVISORS, LLC \ FL: IOO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PW ADVISORS, LLC \ FL on IOO, newest first. How the timeline and the estimate are built.

PW ADVISORS, LLC \ FL held 2,580 IOO shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

period ended2026-06-30
13F 2,580 shares
Change vs previous 13F +13 shares
0.24% of the 13F portfolio, value $352,471.
13F-HR 0001951757-26-001120 filed by PW ADVISORS, LLC \ FL
Filed 2026-08-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 2,567 shares
Change vs previous 13F not available
0.23% of the 13F portfolio, value $310,530.
13F-HR 0001951757-26-000730 filed by PW ADVISORS, LLC \ FL
Filed 2026-04-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).