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Disclosery

Stegner Investment Associates Inc.: IWB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Stegner Investment Associates Inc. on IWB, newest first. How the timeline and the estimate are built.

Stegner Investment Associates Inc. held 17,918 IWB shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 17,918 shares
    Change vs previous 13F -308 shares

    3.47% of the 13F portfolio, value $7,456,153.

    13F-HR 0001907433-26-000005 filed by Stegner Investment Associates Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 18,226 shares
    Change vs previous 13F -2,308 shares

    3.55% of the 13F portfolio, value $7,463,645.

    13F-HR 0001907433-26-000003 filed by Stegner Investment Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 20,534 shares
    Change vs previous 13F -206 shares

    4.01% of the 13F portfolio, value $7,321,487.

    13F-HR 0001907433-26-000002 filed by Stegner Investment Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 20,740 shares
    Change vs previous 13F -2,808 shares

    4.12% of the 13F portfolio, value $7,744,962.

    13F-HR 0001907433-26-000001 filed by Stegner Investment Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 23,548 shares
    Change vs previous 13F -1,415 shares

    4.72% of the 13F portfolio, value $8,606,484.

    13F-HR 0001907433-25-000004 filed by Stegner Investment Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 24,963 shares
    Change vs previous 13F -1,542 shares

    5.19% of the 13F portfolio, value $8,476,658.

    13F-HR 0001907433-25-000002 filed by Stegner Investment Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 26,505 shares
    Change vs previous 13F +5 shares

    5.68% of the 13F portfolio, value $8,130,007.

    13F-HR 0001172661-25-001573 filed by Stegner Investment Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 26,500 shares
    Change vs previous 13F not available

    5.65% of the 13F portfolio, value $8,537,239.

    13F-HR 0001172661-25-000529 filed by Stegner Investment Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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