Taylor & Morgan Wealth Management, LLC: IWR position timeline

Taylor & Morgan Wealth Management, LLC held 143,205 IWR shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 143,205 shares

   Change vs previous 13F +6,852 shares

   7.35% of the 13F portfolio, value $15,281,395.

   13F-HR 0002085853-26-001128 filed by Taylor & Morgan Wealth Management, LLC
   Accepted 2026-10-09 12:45:40 UTC, ingested 2026-10-09 12:46:55 UTC

2. period ended2026-06-30

   13F 136,353 shares

   Change vs previous 13F +8,615 shares

   7.42% of the 13F portfolio, value $15,042,453.

   13F-HR 0002085853-26-000685 filed by Taylor & Morgan Wealth Management, LLC
   Filed 2026-07-10 (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).

3. period ended2026-03-31

   13F 127,738 shares

   Change vs previous 13F +6,754 shares

   7.09% of the 13F portfolio, value $12,419,993.

   13F-HR 0002085853-26-000319 filed by Taylor & Morgan Wealth Management, LLC
   Filed 2026-04-09 (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).

4. period ended2025-12-31

   13F 120,984 shares

   Change vs previous 13F +3,270 shares

   6.53% of the 13F portfolio, value $11,647,112.

   13F-HR 0002085853-26-000042 filed by Taylor & Morgan Wealth Management, LLC
   Filed 2026-01-16 (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).

5. period ended2025-09-30

   13F 117,714 shares

   Change vs previous 13F +1,950 shares

   6.98% of the 13F portfolio, value $11,365,294.

   13F-HR 0002085853-25-000093 filed by Taylor & Morgan Wealth Management, LLC
   Filed 2025-10-15 (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).

6. period ended2025-06-30

   13F 115,764 shares

   Change vs previous 13F +357 shares

   7.19% of the 13F portfolio, value $10,646,840.

   13F-HR 0001667731-25-000726 filed by Taylor & Morgan Wealth Management, LLC
   Filed 2025-07-07 (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).

7. period ended2025-03-31

   13F 115,407 shares

   Change vs previous 13F +3,342 shares

   7.4% of the 13F portfolio, value $9,817,636.

   13F-HR 0001667731-25-000378 filed by Taylor & Morgan Wealth Management, LLC
   Filed 2025-04-08 (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).

8. period ended2024-12-31

   13F 112,065 shares

   Change vs previous 13F not available

   6.96% of the 13F portfolio, value $9,906,531.

   13F-HR 0001667731-25-000032 filed by Taylor & Morgan Wealth Management, LLC
   Filed 2025-01-15 (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).