Resurgent Financial Advisors LLC: IWR position timeline

Resurgent Financial Advisors LLC held 5,007 IWR shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 5,007 shares

   Change vs previous 13F +285 shares

   0.15% of the 13F portfolio, value $552,372.

   13F-HR 0001912339-26-000004 filed by Resurgent Financial Advisors LLC
   Filed 2026-08-14 (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).

2. period ended2026-03-31

   13F 4,722 shares

   Change vs previous 13F +47 shares

   0.17% of the 13F portfolio, value $459,120.

   13F-HR 0001912339-26-000002 filed by Resurgent Financial Advisors LLC
   Filed 2026-05-13 (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).

3. period ended2025-12-31

   13F 4,675 shares

   Change vs previous 13F 0 shares

   0.23% of the 13F portfolio, value $450,062.

   13F-HR 0001912339-26-000001 filed by Resurgent Financial Advisors LLC
   Filed 2026-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 4,675 shares

   Change vs previous 13F 0 shares

   0.22% of the 13F portfolio, value $451,371.

   13F-HR 0001912339-25-000002 filed by Resurgent Financial Advisors LLC
   Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 4,675 shares

   Change vs previous 13F not available

   0.24% of the 13F portfolio, value $429,960.

   13F-HR 0001085146-25-004779 filed by Resurgent Financial Advisors LLC
   Filed 2025-08-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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