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Rodgers & Associates, LTD: IWS position timeline

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

Rodgers & Associates, LTD held 165,969 IWS 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 165,969 shares
    Change vs previous 13F -4,707 shares

    2.48% of the 13F portfolio, value $27,318,451.

    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 170,676 shares
    Change vs previous 13F -3,706 shares

    2.53% of the 13F portfolio, value $24,874,309.

    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 174,382 shares
    Change vs previous 13F +2,629 shares

    2.49% of the 13F portfolio, value $24,596,587.

    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 171,753 shares
    Change vs previous 13F -23 shares

    2.47% of the 13F portfolio, value $23,988,780.

    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 171,776 shares
    Change vs previous 13F +4,369 shares

    2.49% of the 13F portfolio, value $22,698,463.

    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 167,407 shares
    Change vs previous 13F +6,157 shares

    2.57% of the 13F portfolio, value $21,088,210.

    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 161,250 shares
    Change vs previous 13F +4,857 shares

    2.49% of the 13F portfolio, value $20,856,011.

    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 156,393 shares
    Change vs previous 13F not available

    2.47% of the 13F portfolio, value $20,682,968.

    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).