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STEINBERGANNA WEALTH MANAGEMENT: IWR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of STEINBERGANNA WEALTH MANAGEMENT on IWR, newest first. How the timeline and the estimate are built.

STEINBERGANNA WEALTH MANAGEMENT held 3,814 IWR shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,814 shares
    Change vs previous 13F +5 shares

    0.17% of the 13F portfolio, value $420,742.

    13F-HR 0002089528-26-000003 filed by STEINBERGANNA WEALTH MANAGEMENT
    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 3,809 shares
    Change vs previous 13F +6 shares

    0.18% of the 13F portfolio, value $370,313.

    13F-HR 0002089528-26-000002 filed by STEINBERGANNA WEALTH MANAGEMENT
    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 3,803 shares
    Change vs previous 13F -74 shares

    0.17% of the 13F portfolio, value $366,152.

    13F-HR 0002089528-26-000001 filed by STEINBERGANNA WEALTH MANAGEMENT
    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 3,877 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $374,279.

    13F-HR 0002089528-25-000001 filed by STEINBERGANNA WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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