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Disclosery

Rodgers & Associates, LTD: IWO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Rodgers & Associates, LTD on IWO, newest first. How the timeline and the estimate are built.

Rodgers & Associates, LTD held 18,142 IWO shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,142 shares
    Change vs previous 13F -429 shares

    0.65% of the 13F portfolio, value $7,147,092.

    13F-HR 0001172661-26-002709 filed by Rodgers & Associates, LTD
    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 18,571 shares
    Change vs previous 13F -355 shares

    0.59% of the 13F portfolio, value $5,827,649.

    13F-HR 0001172661-26-001592 filed by Rodgers & Associates, LTD
    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 18,926 shares
    Change vs previous 13F -285 shares

    0.62% of the 13F portfolio, value $6,113,164.

    13F-HR 0001172661-26-000265 filed by Rodgers & Associates, LTD
    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 19,211 shares
    Change vs previous 13F -351 shares

    0.63% of the 13F portfolio, value $6,148,141.

    13F-HR 0001172661-25-004586 filed by Rodgers & Associates, LTD
    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 19,562 shares
    Change vs previous 13F +1,521 shares

    0.61% of the 13F portfolio, value $5,591,851.

    13F-HR 0001172661-25-002755 filed by Rodgers & Associates, LTD
    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 18,041 shares
    Change vs previous 13F +102 shares

    0.56% of the 13F portfolio, value $4,610,134.

    13F-HR 0001172661-25-001534 filed by Rodgers & Associates, LTD
    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 17,939 shares
    Change vs previous 13F -76 shares

    0.62% of the 13F portfolio, value $5,163,321.

    13F-HR 0001172661-25-000271 filed by Rodgers & Associates, LTD
    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 18,015 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $5,116,172.

    13F-HR 0001172661-24-004313 filed by Rodgers & Associates, LTD
    Filed (acceptance time not in the bulk data set), ingested

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