Skip to content
Disclosery

SHELTON WEALTH MANAGEMENT, LLC: IWR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SHELTON WEALTH MANAGEMENT, LLC on IWR, newest first. How the timeline and the estimate are built.

SHELTON WEALTH MANAGEMENT, LLC held 85,684 IWR shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 85,684 shares
    Change vs previous 13F -10,076 shares

    3.74% of the 13F portfolio, value $9,452,623.

    13F-HR 0001725547-26-000222 filed by SHELTON WEALTH MANAGEMENT, 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 95,760 shares
    Change vs previous 13F +16,930 shares

    4.1% of the 13F portfolio, value $9,310,699.

    13F-HR 0001725547-26-000164 filed by SHELTON WEALTH MANAGEMENT, 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 78,830 shares
    Change vs previous 13F +16,864 shares

    3.31% of the 13F portfolio, value $7,588,995.

    13F-HR 0001725547-26-000054 filed by SHELTON WEALTH MANAGEMENT, 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 61,966 shares
    Change vs previous 13F +128 shares

    2.79% of the 13F portfolio, value $5,982,776.

    13F-HR 0001725547-25-004105 filed by SHELTON WEALTH MANAGEMENT, 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 61,838 shares
    Change vs previous 13F -1,725 shares

    2.87% of the 13F portfolio, value $5,687,214.

    13F-HR 0001725547-25-003405 filed by SHELTON WEALTH MANAGEMENT, 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 63,563 shares
    Change vs previous 13F -3,566 shares

    3.09% of the 13F portfolio, value $5,407,311.

    13F-HR 0001725547-25-001425 filed by SHELTON WEALTH MANAGEMENT, 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 67,129 shares
    Change vs previous 13F -5,481 shares

    3.25% of the 13F portfolio, value $5,934,245.

    13F-HR 0001725547-25-000125 filed by SHELTON WEALTH MANAGEMENT, 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 72,610 shares
    Change vs previous 13F not available

    3.63% of the 13F portfolio, value $6,399,876.

    13F-HR 0001725547-24-005961 filed by SHELTON WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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