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Disclosery

STEPHEN J. GARRY & ASSOCIATES, LLC: IWO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of STEPHEN J. GARRY & ASSOCIATES, LLC on IWO, newest first. How the timeline and the estimate are built.

STEPHEN J. GARRY & ASSOCIATES, LLC held 10,527 IWO shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,527 shares
    Change vs previous 13F +50 shares

    3.03% of the 13F portfolio, value $4,147,177.

    13F-HR 0001951757-26-001051 filed by STEPHEN J. GARRY & ASSOCIATES, LLC
    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 10,477 shares
    Change vs previous 13F +42 shares

    2.64% of the 13F portfolio, value $3,287,726.

    13F-HR 0001951757-26-000620 filed by STEPHEN J. GARRY & ASSOCIATES, LLC
    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 10,435 shares
    Change vs previous 13F -165 shares

    2.67% of the 13F portfolio, value $3,370,538.

    13F-HR 0001951757-26-000190 filed by STEPHEN J. GARRY & ASSOCIATES, LLC
    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 10,600 shares
    Change vs previous 13F +19 shares

    2.71% of the 13F portfolio, value $3,392,295.

    13F-HR 0001951757-25-001379 filed by STEPHEN J. GARRY & ASSOCIATES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 10,581 shares
    Change vs previous 13F +236 shares

    2.61% of the 13F portfolio, value $3,024,543.

    13F-HR 0001951757-25-000934 filed by STEPHEN J. GARRY & ASSOCIATES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 10,345 shares
    Change vs previous 13F +222 shares

    2.47% of the 13F portfolio, value $2,643,563.

    13F-HR 0001951757-25-000544 filed by STEPHEN J. GARRY & ASSOCIATES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 10,123 shares
    Change vs previous 13F -2,464 shares

    2.69% of the 13F portfolio, value $2,913,686.

    13F-HR 0001951757-25-000251 filed by STEPHEN J. GARRY & ASSOCIATES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 12,587 shares
    Change vs previous 13F not available

    3.4% of the 13F portfolio, value $3,574,786.

    13F-HR 0001951757-25-000253 filed by STEPHEN J. GARRY & ASSOCIATES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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