RICHARDSON FINANCIAL SERVICES INC.: IWR position timeline

RICHARDSON FINANCIAL SERVICES INC. held 6,510 IWR shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 6,510 shares

   Change vs previous 13F -380 shares

   0.41% of the 13F portfolio, value $718,185.

   13F-HR 0002012303-26-000003 filed by RICHARDSON FINANCIAL SERVICES INC.
   Filed 2026-08-10 (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 6,890 shares

   Change vs previous 13F +856 shares

   0.42% of the 13F portfolio, value $669,891.

   13F-HR 0002012303-26-000002 filed by RICHARDSON FINANCIAL SERVICES INC.
   Filed 2026-05-04 (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 6,034 shares

   Change vs previous 13F +1,980 shares

   0.19% of the 13F portfolio, value $580,877.

   13F-HR 0002012303-26-000001 filed by RICHARDSON FINANCIAL SERVICES INC.
   Filed 2026-01-22 (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 4,054 shares

   Change vs previous 13F +816 shares

   0.24% of the 13F portfolio, value $391,416.

   13F-HR 0002012303-25-000009 filed by RICHARDSON FINANCIAL SERVICES INC.
   Filed 2025-10-28 (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 3,238 shares

   Change vs previous 13F not available

   0.2% of the 13F portfolio, value $300,066.

   13F-HR 0002012303-25-000003 filed by RICHARDSON FINANCIAL SERVICES INC.
   Filed 2025-07-25 (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).