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Disclosery

STEPH & CO: IWP position timeline

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

STEPH & CO held 2,700 IWP 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 2,700 shares
    Change vs previous 13F +50 shares

    0.09% of the 13F portfolio, value $371,736.

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

  2. period ended2026-06-30
    13F 2,650 shares
    Change vs previous 13F -163 shares

    0.1% of the 13F portfolio, value $387,987.

    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 2,813 shares
    Change vs previous 13F -305 shares

    0.1% of the 13F portfolio, value $360,402.

    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 3,118 shares
    Change vs previous 13F -91 shares

    0.12% of the 13F portfolio, value $426,979.

    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 3,209 shares
    Change vs previous 13F -23 shares

    0.14% of the 13F portfolio, value $456,994.

    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 3,232 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $448,214.

    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 3,232 shares
    Change vs previous 13F -40 shares

    0.14% of the 13F portfolio, value $379,728.

    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 3,272 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $414,726.

    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).