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Disclosery

RiverFront Investment Group, LLC: IWR position timeline

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

RiverFront Investment Group, LLC held 19,015 IWR shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,015 shares
    Change vs previous 13F +6,262 shares

    0.03% of the 13F portfolio, value $2,097,735.

    13F-HR 0001469751-26-000006 filed by RiverFront Investment Group, 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 12,753 shares
    Change vs previous 13F +1,350 shares

    0.02% of the 13F portfolio, value $1,239,974.

    13F-HR 0001469751-26-000004 filed by RiverFront Investment Group, 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 11,403 shares
    Change vs previous 13F +387 shares

    0.02% of the 13F portfolio, value $1,097,767.

    13F-HR 0001469751-26-000002 filed by RiverFront Investment Group, 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 11,016 shares
    Change vs previous 13F +2,171 shares

    0.02% of the 13F portfolio, value $1,063,595.

    13F-HR 0001469751-25-000011 filed by RiverFront Investment Group, 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 8,845 shares
    Change vs previous 13F -2,003 shares

    0.02% of the 13F portfolio, value $813,475.

    13F-HR 0001469751-25-000008 filed by RiverFront Investment Group, 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 10,848 shares
    Change vs previous 13F +1,535 shares

    0.02% of the 13F portfolio, value $922,839.

    13F-HR 0001469751-25-000006 filed by RiverFront Investment Group, 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 9,313 shares
    Change vs previous 13F +1,581 shares

    0.02% of the 13F portfolio, value $823,269.

    13F-HR 0001469751-25-000002 filed by RiverFront Investment Group, 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 7,732 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $681,498.

    13F-HR 0001469751-24-000013 filed by RiverFront Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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