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Disclosery

STEPH & CO: IWR position timeline

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

STEPH & CO held 111,232 IWR 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 111,232 shares
    Change vs previous 13F -3,434 shares

    3.03% of the 13F portfolio, value $11,869,567.

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

  2. period ended2026-06-30
    13F 114,666 shares
    Change vs previous 13F +2,820 shares

    3.2% of the 13F portfolio, value $12,649,953.

    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 111,846 shares
    Change vs previous 13F -19,734 shares

    3.1% of the 13F portfolio, value $10,874,787.

    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 131,580 shares
    Change vs previous 13F +1,710 shares

    3.65% of the 13F portfolio, value $12,667,207.

    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 129,870 shares
    Change vs previous 13F +988 shares

    3.83% of the 13F portfolio, value $12,538,949.

    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 128,882 shares
    Change vs previous 13F +3,856 shares

    3.84% of the 13F portfolio, value $11,853,278.

    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 125,026 shares
    Change vs previous 13F -11,482 shares

    3.82% of the 13F portfolio, value $10,635,962.

    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 136,508 shares
    Change vs previous 13F not available

    4.07% of the 13F portfolio, value $12,067,307.

    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).