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Register Financial Advisors LLC: IWR position timeline

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

Register Financial Advisors LLC held 5,420 IWR shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,420 shares
    Change vs previous 13F +424 shares

    0.18% of the 13F portfolio, value $597,902.

    13F-HR 0001398344-26-012152 filed by Register Financial 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 4,996 shares
    Change vs previous 13F +204 shares

    0.18% of the 13F portfolio, value $485,759.

    13F-HR 0001398344-26-006554 filed by Register Financial 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 4,792 shares
    Change vs previous 13F +8 shares

    0.18% of the 13F portfolio, value $461,348.

    13F-HR 0001398344-26-000936 filed by Register Financial 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 4,784 shares
    Change vs previous 13F -660 shares

    0.18% of the 13F portfolio, value $461,851.

    13F-HR 0001398344-25-020010 filed by Register Financial 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 5,444 shares
    Change vs previous 13F +109 shares

    0.22% of the 13F portfolio, value $500,641.

    13F-HR 0001398344-25-013182 filed by Register Financial 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 5,335 shares
    Change vs previous 13F -157 shares

    0.24% of the 13F portfolio, value $453,849.

    13F-HR 0001398344-25-007432 filed by Register Financial 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 5,492 shares
    Change vs previous 13F +11 shares

    0.24% of the 13F portfolio, value $485,483.

    13F-HR 0001398344-25-000892 filed by Register Financial 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 5,481 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $483,096.

    13F-HR 0001398344-24-018875 filed by Register Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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