Skip to content
Disclosery

Stegner Investment Associates Inc.: IWF position timeline

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

Stegner Investment Associates Inc. held 7,780 IWF 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 7,780 shares
    Change vs previous 13F 0 shares

    0.45% of the 13F portfolio, value $974,559.

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

  2. period ended2026-06-30
    13F 7,780 shares
    Change vs previous 13F +5,835 shares

    0.46% of the 13F portfolio, value $966,079.

    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 1,945 shares
    Change vs previous 13F 0 shares

    0.45% of the 13F portfolio, value $829,472.

    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 1,945 shares
    Change vs previous 13F -1,173 shares

    0.49% of the 13F portfolio, value $920,706.

    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 3,118 shares
    Change vs previous 13F -47 shares

    0.8% of the 13F portfolio, value $1,460,694.

    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 3,165 shares
    Change vs previous 13F -85 shares

    0.82% of the 13F portfolio, value $1,343,742.

    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 3,250 shares
    Change vs previous 13F -12 shares

    0.82% of the 13F portfolio, value $1,173,496.

    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 3,262 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $1,309,903.

    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).