Strategic Financial Partners, Ltd.: IWR position timeline

Strategic Financial Partners, Ltd. held 66,112 IWR shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 66,112 shares

   Change vs previous 13F -20,048 shares

   2.75% of the 13F portfolio, value $7,293,550.

   13F-HR 0002027921-26-000003 filed by Strategic Financial Partners, Ltd.
   Filed 2026-08-03 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 86,160 shares

   Change vs previous 13F -13,568 shares

   3.62% of the 13F portfolio, value $8,377,352.

   13F-HR 0002027921-26-000002 filed by Strategic Financial Partners, Ltd.
   Filed 2026-05-01 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 99,728 shares

   Change vs previous 13F -31,266 shares

   4.16% of the 13F portfolio, value $9,600,865.

   13F-HR 0002027921-26-000001 filed by Strategic Financial Partners, Ltd.
   Filed 2026-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 130,994 shares

   Change vs previous 13F +32,833 shares

   5.79% of the 13F portfolio, value $12,647,575.

   13F-HR 0002027921-25-000002 filed by Strategic Financial Partners, Ltd.
   Filed 2025-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 98,161 shares

   Change vs previous 13F -20,114 shares

   4.19% of the 13F portfolio, value $9,027,878.

   13F-HR 0001085146-25-004570 filed by Strategic Financial Partners, Ltd.
   Filed 2025-08-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 118,275 shares

   Change vs previous 13F -8,256 shares

   5.3% of the 13F portfolio, value $10,061,673.

   13F-HR 0001085146-25-002629 filed by Strategic Financial Partners, Ltd.
   Filed 2025-05-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 126,531 shares

   Change vs previous 13F -37,813 shares

   5.71% of the 13F portfolio, value $11,185,359.

   13F-HR 0001085146-25-000942 filed by Strategic Financial Partners, Ltd.
   Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 164,344 shares

   Change vs previous 13F not available

   7.39% of the 13F portfolio, value $14,485,317.

   13F-HR 0001085146-24-005180 filed by Strategic Financial Partners, Ltd.
   Filed 2024-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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