True Link Financial Advisors, LLC: IWR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of True Link Financial Advisors, LLC on IWR, newest first. How the timeline and the estimate are built.
True Link Financial Advisors, LLC held 0 IWR shares at 2026-06-30 per its 13F-HR/A filed 2026-07-31.
the latest 13F is the newest step
- period ended2026-06-3013F/A 0 sharesChange vs previous 13F -322 shares
13F-HR/A 0001846236-26-000006 filed by True Link Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2026-03-3113F/A 322 sharesChange vs previous 13F +322 shares
<0.01% of the 13F portfolio, value $31,308.
13F-HR/A 0001846236-26-000003 filed by True Link Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 0 sharesChange vs previous 13F -5,731 shares
13F-HR 0001846236-25-000002 filed by True Link Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-12-3113F 5,731 sharesChange vs previous 13F -222 shares
0.04% of the 13F portfolio, value $506,620.
13F-HR 0001846236-25-000001 filed by True Link Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 5,953 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $524,697.
13F-HR 0001846236-24-000006 filed by True Link Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).