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St. Clair Advisors, LLC: IWR position timeline

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

St. Clair Advisors, LLC held 23,625 IWR shares at 2026-06-30 per its 13F-HR filed 2026-07-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,625 shares
    Change vs previous 13F -15,845 shares

    0.67% of the 13F portfolio, value $2,606,310.

    13F-HR 0002056292-26-000003 filed by St. Clair 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 39,470 shares
    Change vs previous 13F +14,545 shares

    1.02% of the 13F portfolio, value $3,837,668.

    13F-HR 0002056292-26-000002 filed by St. Clair 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 24,925 shares
    Change vs previous 13F +2,550 shares

    0.62% of the 13F portfolio, value $2,399,529.

    13F-HR 0002056292-26-000001 filed by St. Clair 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 22,375 shares
    Change vs previous 13F +91 shares

    0.57% of the 13F portfolio, value $2,160,306.

    13F-HR 0002056292-25-000026 filed by St. Clair 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 22,284 shares
    Change vs previous 13F -1,126 shares

    0.54% of the 13F portfolio, value $2,049,459.

    13F-HR 0002056292-25-000024 filed by St. Clair 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 23,410 shares
    Change vs previous 13F -11,401 shares

    0.56% of the 13F portfolio, value $1,991,489.

    13F-HR 0002056292-25-000021 filed by St. Clair 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 34,811 shares
    Change vs previous 13F +11,827 shares

    0.88% of the 13F portfolio, value $3,077,292.

    13F-HR 0002056292-25-000003 filed by St. Clair 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 22,984 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $2,025,810.

    13F-HR 0002056292-25-000020 filed by St. Clair Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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