TWIN PEAKS WEALTH ADVISORS, LLC: IWS position timeline

TWIN PEAKS WEALTH ADVISORS, LLC held 5,136 IWS 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 5,136 shares

   Change vs previous 13F -46 shares

   0.19% of the 13F portfolio, value $845,439.

   13F-HR 0001986152-26-000134 filed by TWIN PEAKS WEALTH ADVISORS, LLC
   Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 5,182 shares

   Change vs previous 13F +59 shares

   0.19% of the 13F portfolio, value $755,252.

   13F-HR 0001986152-26-000072 filed by TWIN PEAKS WEALTH ADVISORS, LLC
   Filed 2026-05-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 5,123 shares

   Change vs previous 13F +1,241 shares

   0.23% of the 13F portfolio, value $780,038.

   13F-HR 0001986152-26-000018 filed by TWIN PEAKS WEALTH ADVISORS, LLC
   Filed 2026-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 3,882 shares

   Change vs previous 13F +33 shares

   0.19% of the 13F portfolio, value $542,144.

   13F-HR 0001986152-25-000092 filed by TWIN PEAKS WEALTH ADVISORS, LLC
   Filed 2025-10-30 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 3,849 shares

   Change vs previous 13F not available

   0.17% of the 13F portfolio, value $521,732.

   13F-HR 0001986152-25-000062 filed by TWIN PEAKS WEALTH ADVISORS, LLC
   Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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