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Disclosery

STEPH & CO: IWN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of STEPH & CO on IWN, newest first. How the timeline and the estimate are built.

STEPH & CO held 1,708 IWN shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,708 shares
    Change vs previous 13F -116 shares

    0.09% of the 13F portfolio, value $357,741.

    13F-HR 0000941519-26-000007 filed by STEPH & CO
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,824 shares
    Change vs previous 13F -83 shares

    0.1% of the 13F portfolio, value $403,469.

    13F-HR 0000941519-26-000004 filed by STEPH & CO
    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 1,907 shares
    Change vs previous 13F -165 shares

    0.1% of the 13F portfolio, value $361,548.

    13F-HR 0000941519-26-000003 filed by STEPH & CO
    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 2,072 shares
    Change vs previous 13F -116 shares

    0.11% of the 13F portfolio, value $375,467.

    13F-HR 0000941519-26-000002 filed by STEPH & CO
    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 2,188 shares
    Change vs previous 13F +7 shares

    0.12% of the 13F portfolio, value $386,860.

    13F-HR 0000941519-25-000009 filed by STEPH & CO
    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 2,181 shares
    Change vs previous 13F +171 shares

    0.11% of the 13F portfolio, value $344,075.

    13F-HR 0000941519-25-000004 filed by STEPH & CO
    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 2,010 shares
    Change vs previous 13F +89 shares

    0.11% of the 13F portfolio, value $303,470.

    13F-HR 0000941519-25-000003 filed by STEPH & CO
    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 1,921 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $315,371.

    13F-HR 0000941519-25-000001 filed by STEPH & CO
    Filed (acceptance time not in the bulk data set), ingested

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