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Disclosery

Stegner Investment Associates Inc.: IWS position timeline

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

Stegner Investment Associates Inc. held 6,107 IWS 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 6,107 shares
    Change vs previous 13F -74 shares

    0.46% of the 13F portfolio, value $981,619.

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

  2. period ended2026-06-30
    13F 6,181 shares
    Change vs previous 13F +1,155 shares

    0.48% of the 13F portfolio, value $1,017,372.

    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 5,026 shares
    Change vs previous 13F +920 shares

    0.4% of the 13F portfolio, value $732,471.

    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 4,106 shares
    Change vs previous 13F -443 shares

    0.31% of the 13F portfolio, value $579,133.

    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 4,549 shares
    Change vs previous 13F -965 shares

    0.35% of the 13F portfolio, value $635,341.

    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 5,514 shares
    Change vs previous 13F -345 shares

    0.45% of the 13F portfolio, value $728,603.

    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 5,859 shares
    Change vs previous 13F -119 shares

    0.52% of the 13F portfolio, value $738,042.

    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 5,978 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $773,178.

    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).