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Schneider Downs Wealth Management Advisors, LP: IWR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Schneider Downs Wealth Management Advisors, LP on IWR, newest first. How the timeline and the estimate are built.

Schneider Downs Wealth Management Advisors, LP held 74,389 IWR shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 74,389 shares
    Change vs previous 13F -3,244 shares

    0.77% of the 13F portfolio, value $8,206,646.

    13F-HR 0001172661-26-003083 filed by Schneider Downs Wealth Management Advisors, LP
    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 77,633 shares
    Change vs previous 13F -1,089 shares

    0.83% of the 13F portfolio, value $7,548,302.

    13F-HR 0001172661-26-001986 filed by Schneider Downs Wealth Management Advisors, LP
    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 78,722 shares
    Change vs previous 13F +3,580 shares

    0.85% of the 13F portfolio, value $7,578,612.

    13F-HR 0001172661-26-000685 filed by Schneider Downs Wealth Management Advisors, LP
    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 75,142 shares
    Change vs previous 13F 0 shares

    0.86% of the 13F portfolio, value $7,255,005.

    13F-HR 0001172661-25-005200 filed by Schneider Downs Wealth Management Advisors, LP
    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 75,142 shares
    Change vs previous 13F -240 shares

    1.03% of the 13F portfolio, value $6,910,852.

    13F-HR 0001172661-25-002836 filed by Schneider Downs Wealth Management Advisors, LP
    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 75,382 shares
    Change vs previous 13F +14 shares

    1.16% of the 13F portfolio, value $6,412,786.

    13F-HR 0001172661-25-001763 filed by Schneider Downs Wealth Management Advisors, LP
    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 75,368 shares
    Change vs previous 13F -996 shares

    1.25% of the 13F portfolio, value $6,662,572.

    13F-HR 0001172661-25-000497 filed by Schneider Downs Wealth Management Advisors, LP
    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 76,364 shares
    Change vs previous 13F not available

    1.38% of the 13F portfolio, value $6,730,763.

    13F-HR 0001172661-24-004487 filed by Schneider Downs Wealth Management Advisors, LP
    Filed (acceptance time not in the bulk data set), ingested

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