TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV: IWR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV on IWR, newest first. How the timeline and the estimate are built.
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV held 3,246 IWR shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 3,246 sharesChange vs previous 13F -372 shares
0.11% of the 13F portfolio, value $358,086.
13F-HR 0001398344-26-012662 filed by TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,618 sharesChange vs previous 13F +1 shares
0.13% of the 13F portfolio, value $351,746.
13F-HR 0001398344-26-008550 filed by TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,617 sharesChange vs previous 13F +2 shares
0.12% of the 13F portfolio, value $348,177.
13F-HR 0001398344-26-000978 filed by TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,615 sharesChange vs previous 13F +1 shares
0.12% of the 13F portfolio, value $349,044.
13F-HR 0001398344-25-019223 filed by TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,614 sharesChange vs previous 13F +136 shares
0.12% of the 13F portfolio, value $332,374.
13F-HR 0001398344-25-013210 filed by TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,478 sharesChange vs previous 13F +1 shares
0.11% of the 13F portfolio, value $295,861.
13F-HR 0001398344-25-007366 filed by TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,477 sharesChange vs previous 13F +327 shares
0.11% of the 13F portfolio, value $307,344.
13F-HR 0001398344-25-002084 filed by TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,150 sharesChange vs previous 13F not available
0.1% of the 13F portfolio, value $277,678.
13F-HR 0001398344-24-019092 filed by TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).