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Disclosery

Round Rock Advisors LLC: IWP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Round Rock Advisors LLC on IWP, newest first. How the timeline and the estimate are built.

Round Rock Advisors LLC held 5,905 IWP shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,905 shares
    Change vs previous 13F -245 shares

    0.11% of the 13F portfolio, value $864,571.

    13F-HR 0001951757-26-001257 filed by Round Rock Advisors 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 6,150 shares
    Change vs previous 13F +1 shares

    0.12% of the 13F portfolio, value $787,876.

    13F-HR 0001951757-26-000878 filed by Round Rock Advisors 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/A 6,149 shares
    Change vs previous 13F -280 shares

    0.13% of the 13F portfolio, value $842,083.

    13F-HR/A 0001951757-26-000520 filed by Round Rock Advisors 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 6,429 shares
    Change vs previous 13F -64 shares

    0.15% of the 13F portfolio, value $915,506.

    13F-HR 0001951757-25-001443 filed by Round Rock Advisors 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 6,493 shares
    Change vs previous 13F +41 shares

    0.16% of the 13F portfolio, value $900,479.

    13F-HR 0001951757-25-001039 filed by Round Rock Advisors 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 6,452 shares
    Change vs previous 13F -314 shares

    0.14% of the 13F portfolio, value $758,008.

    13F-HR 0001951757-25-000487 filed by Round Rock Advisors 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 6,766 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $857,639.

    13F-HR 0001951757-25-000115 filed by Round Rock Advisors 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 6,766 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $793,589.

    13F-HR 0001951757-24-001162 filed by Round Rock Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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