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Disclosery

Stegner Investment Associates Inc.: IWR position timeline

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

Stegner Investment Associates Inc. held 406,295 IWR 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 406,295 shares
    Change vs previous 13F -1,184 shares

    20.21% of the 13F portfolio, value $43,355,765.

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

  2. period ended2026-06-30
    13F 407,479 shares
    Change vs previous 13F -12,900 shares

    21.37% of the 13F portfolio, value $44,953,077.

    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 420,379 shares
    Change vs previous 13F -22,583 shares

    22.39% of the 13F portfolio, value $40,873,445.

    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 442,962 shares
    Change vs previous 13F +40,994 shares

    22.66% of the 13F portfolio, value $42,643,931.

    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 401,968 shares
    Change vs previous 13F +45,325 shares

    21.28% of the 13F portfolio, value $38,810,033.

    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 356,643 shares
    Change vs previous 13F +26,029 shares

    20.1% of the 13F portfolio, value $32,800,502.

    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 330,614 shares
    Change vs previous 13F +9,668 shares

    19.66% of the 13F portfolio, value $28,125,310.

    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 320,946 shares
    Change vs previous 13F not available

    18.78% of the 13F portfolio, value $28,371,595.

    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).