Skip to content
Disclosery

Trail Ridge Investment Advisors, LLC: IWR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Trail Ridge Investment Advisors, LLC on IWR, newest first. How the timeline and the estimate are built.

Trail Ridge Investment Advisors, LLC held 2,643 IWR shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,643 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $291,576.

    13F-HR 0001754960-26-000765 filed by Trail Ridge Investment Advisors, 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 2,643 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $256,979.

    13F-HR 0001754960-26-000351 filed by Trail Ridge Investment Advisors, 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 2,643 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $254,442.

    13F-HR 0001754960-26-000135 filed by Trail Ridge Investment Advisors, 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 2,643 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $255,182.

    13F-HR 0001754960-25-000685 filed by Trail Ridge Investment Advisors, 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 2,643 shares
    Change vs previous 13F -112 shares

    0.12% of the 13F portfolio, value $247,676.

    13F-HR 0001754960-25-000531 filed by Trail Ridge Investment Advisors, 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 2,755 shares
    Change vs previous 13F -1,083 shares

    0.12% of the 13F portfolio, value $234,368.

    13F-HR 0001754960-25-000265 filed by Trail Ridge Investment Advisors, 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 3,838 shares
    Change vs previous 13F +165 shares

    0.16% of the 13F portfolio, value $339,279.

    13F-HR 0001754960-25-000115 filed by Trail Ridge Investment Advisors, 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 3,673 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $324,877.

    13F-HR 0001911013-24-000010 filed by Trail Ridge Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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