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Smith & Howard Wealth Management, LLC: IWR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Smith & Howard Wealth Management, LLC on IWR, newest first. How the timeline and the estimate are built.

Smith & Howard Wealth Management, LLC held 53,269 IWR shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 53,269 shares
    Change vs previous 13F -1,720 shares

    1.21% of the 13F portfolio, value $5,876,664.

    13F-HR 0001398344-26-013293 filed by Smith & Howard 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 54,989 shares
    Change vs previous 13F +7,047 shares

    1.15% of the 13F portfolio, value $5,332,276.

    13F-HR 0001398344-26-007266 filed by Smith & Howard 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 47,942 shares
    Change vs previous 13F +2,508 shares

    1.06% of the 13F portfolio, value $4,615,401.

    13F-HR 0001398344-26-001931 filed by Smith & Howard 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 45,434 shares
    Change vs previous 13F -472 shares

    1.02% of the 13F portfolio, value $4,386,677.

    13F-HR 0001398344-25-020714 filed by Smith & Howard 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 45,906 shares
    Change vs previous 13F +977 shares

    1.07% of the 13F portfolio, value $4,221,998.

    13F-HR 0001398344-25-013169 filed by Smith & Howard 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 44,929 shares
    Change vs previous 13F +3,319 shares

    1.04% of the 13F portfolio, value $3,822,132.

    13F-HR 0001398344-25-007512 filed by Smith & Howard 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 41,610 shares
    Change vs previous 13F -1,186 shares

    1.04% of the 13F portfolio, value $3,678,346.

    13F-HR 0001398344-25-002254 filed by Smith & Howard 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 42,796 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $3,772,083.

    13F-HR 0001398344-24-019264 filed by Smith & Howard Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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