Sincerus Advisory, LLC: IWR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sincerus Advisory, LLC on IWR, newest first. How the timeline and the estimate are built.
Sincerus Advisory, LLC held 81,509 IWR shares at 2026-09-30 per its 13F-HR filed 2026-10-09.
the latest 13F is the newest step
- period ended2026-09-3013F 81,509 sharesChange vs previous 13F +1,551 shares
5.67% of the 13F portfolio, value $8,697,830.
13F-HR 0002050968-26-000004 filed by Sincerus Advisory, LLC
Accepted , ingested - period ended2026-06-3013F 79,958 sharesChange vs previous 13F +104 shares
5.99% of the 13F portfolio, value $8,821,007.
13F-HR 0002050968-26-000003 filed by Sincerus Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 79,854 sharesChange vs previous 13F +3,044 shares
5.88% of the 13F portfolio, value $7,764,215.
13F-HR 0002050968-26-000002 filed by Sincerus Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 76,810 sharesChange vs previous 13F +5,056 shares
5.94% of the 13F portfolio, value $7,394,520.
13F-HR 0002050968-26-000001 filed by Sincerus Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 71,754 sharesChange vs previous 13F +4,527 shares
5.93% of the 13F portfolio, value $6,927,865.
13F-HR 0002050968-25-000002 filed by Sincerus Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 67,227 sharesChange vs previous 13F +833 shares
6.02% of the 13F portfolio, value $6,408,096.
13F-HR 0001754960-25-000484 filed by Sincerus Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 66,394 sharesChange vs previous 13F +1,533 shares
5.96% of the 13F portfolio, value $5,648,155.
13F-HR 0001754960-25-000228 filed by Sincerus Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 64,861 sharesChange vs previous 13F not available
6.15% of the 13F portfolio, value $5,733,719.
13F-HR 0001754960-25-000099 filed by Sincerus Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).