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Smith Thornton Advisors LLC: IWR position timeline

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

Smith Thornton Advisors LLC held 57,271 IWR shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 57,271 shares
    Change vs previous 13F +4,681 shares

    2.77% of the 13F portfolio, value $6,287,207.

    13F-HR 0002032436-26-000006 filed by Smith Thornton 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 52,590 shares
    Change vs previous 13F +376 shares

    2.57% of the 13F portfolio, value $5,113,366.

    13F-HR 0002032436-26-000004 filed by Smith Thornton 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 52,214 shares
    Change vs previous 13F +1,559 shares

    2.56% of the 13F portfolio, value $5,026,627.

    13F-HR 0002032436-26-000002 filed by Smith Thornton 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 50,655 shares
    Change vs previous 13F +2,593 shares

    2.57% of the 13F portfolio, value $4,890,788.

    13F-HR 0002032436-25-000010 filed by Smith Thornton 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 48,062 shares
    Change vs previous 13F +1,014 shares

    2.54% of the 13F portfolio, value $4,420,256.

    13F-HR 0002032436-25-000005 filed by Smith Thornton 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 47,048 shares
    Change vs previous 13F +25,742 shares

    2.49% of the 13F portfolio, value $4,002,394.

    13F-HR 0002032436-25-000003 filed by Smith Thornton 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 21,306 shares
    Change vs previous 13F -446 shares

    1.19% of the 13F portfolio, value $1,883,471.

    13F-HR 0002032436-25-000002 filed by Smith Thornton 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 21,752 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $1,917,235.

    13F-HR 0002032436-24-000006 filed by Smith Thornton Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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