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Disclosery

Sunrise Financial Services, LLC: IWY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sunrise Financial Services, LLC on IWY, newest first. How the timeline and the estimate are built.

Sunrise Financial Services, LLC held 33,346 IWY shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,346 shares
    Change vs previous 13F +1,947 shares

    5.76% of the 13F portfolio, value $9,690,886.

    13F-HR 0002110891-26-000003 filed by Sunrise Financial Services, 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 31,399 shares
    Change vs previous 13F +2,714 shares

    5.54% of the 13F portfolio, value $7,813,234.

    13F-HR 0002110891-26-000002 filed by Sunrise Financial Services, 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 28,685 shares
    Change vs previous 13F not available

    5.99% of the 13F portfolio, value $7,943,986.

    13F-HR 0002110891-26-000001 filed by Sunrise Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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