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Disclosery

Rodgers & Associates, LTD: IWP position timeline

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

Rodgers & Associates, LTD held 435,416 IWP 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 435,416 shares
    Change vs previous 13F +4,385 shares

    5.79% of the 13F portfolio, value $63,749,307.

    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 431,031 shares
    Change vs previous 13F +19,255 shares

    5.62% of the 13F portfolio, value $55,223,741.

    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 411,776 shares
    Change vs previous 13F +1,750 shares

    5.71% of the 13F portfolio, value $56,388,610.

    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 410,026 shares
    Change vs previous 13F -11,163 shares

    6.02% of the 13F portfolio, value $58,391,789.

    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 421,189 shares
    Change vs previous 13F +772 shares

    6.42% of the 13F portfolio, value $58,410,481.

    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 420,417 shares
    Change vs previous 13F +2,048 shares

    6.02% of the 13F portfolio, value $49,394,832.

    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 418,369 shares
    Change vs previous 13F -18,658 shares

    6.32% of the 13F portfolio, value $53,028,292.

    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 437,027 shares
    Change vs previous 13F not available

    6.12% of the 13F portfolio, value $51,258,922.

    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).