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Disclosery

Towerpoint Wealth, LLC: IWN position timeline

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

Towerpoint Wealth, LLC held 12,080 IWN shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,080 shares
    Change vs previous 13F -129 shares

    0.93% of the 13F portfolio, value $2,672,205.

    13F-HR 0001731445-26-000004 filed by Towerpoint Wealth, 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 12,209 shares
    Change vs previous 13F +1 shares

    0.93% of the 13F portfolio, value $2,314,673.

    13F-HR 0001731445-26-000002 filed by Towerpoint Wealth, 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 12,208 shares
    Change vs previous 13F -26 shares

    0.88% of the 13F portfolio, value $2,212,155.

    13F-HR 0001731445-26-000001 filed by Towerpoint Wealth, 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 12,234 shares
    Change vs previous 13F +22 shares

    0.89% of the 13F portfolio, value $2,163,055.

    13F-HR 0001085146-25-005830 filed by Towerpoint Wealth, 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 12,212 shares
    Change vs previous 13F +753 shares

    0.85% of the 13F portfolio, value $1,926,614.

    13F-HR 0001085146-25-003692 filed by Towerpoint Wealth, 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 11,459 shares
    Change vs previous 13F -249 shares

    0.86% of the 13F portfolio, value $1,730,039.

    13F-HR 0001085146-25-001961 filed by Towerpoint Wealth, 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 11,708 shares
    Change vs previous 13F +21 shares

    0.94% of the 13F portfolio, value $1,922,145.

    13F-HR 0001085146-25-000191 filed by Towerpoint Wealth, 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 11,687 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $1,949,676.

    13F-HR 0001085146-24-004735 filed by Towerpoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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