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Disclosery

Team Hewins, LLC: IWO position timeline

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

Team Hewins, LLC held 25,574 IWO shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,574 shares
    Change vs previous 13F -1,251 shares

    2.76% of the 13F portfolio, value $10,075,076.

    13F-HR 0001765380-26-000240 filed by Team Hewins, 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 26,825 shares
    Change vs previous 13F -230 shares

    2.5% of the 13F portfolio, value $8,417,907.

    13F-HR 0001765380-26-000130 filed by Team Hewins, 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 27,055 shares
    Change vs previous 13F -209 shares

    2.82% of the 13F portfolio, value $8,738,988.

    13F-HR 0001765380-26-000051 filed by Team Hewins, 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 27,264 shares
    Change vs previous 13F -646 shares

    2.95% of the 13F portfolio, value $8,725,522.

    13F-HR 0001765380-25-000472 filed by Team Hewins, 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 27,910 shares
    Change vs previous 13F +2,003 shares

    2.88% of the 13F portfolio, value $7,978,308.

    13F-HR 0001765380-25-000337 filed by Team Hewins, 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/A 25,907 shares
    Change vs previous 13F +2,904 shares

    2.57% of the 13F portfolio, value $6,619,976.

    13F-HR/A 0001765380-25-000245 filed by Team Hewins, 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/A 23,003 shares
    Change vs previous 13F -108 shares

    2.59% of the 13F portfolio, value $6,620,677.

    13F-HR/A 0001765380-25-000243 filed by Team Hewins, 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/A 23,111 shares
    Change vs previous 13F not available

    2.51% of the 13F portfolio, value $6,563,476.

    13F-HR/A 0001765380-25-000244 filed by Team Hewins, LLC
    Filed (acceptance time not in the bulk data set), ingested

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