Urban Financial Advisory Corp: IWC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Urban Financial Advisory Corp on IWC, newest first. How the timeline and the estimate are built.
Urban Financial Advisory Corp held 3,803 IWC shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 3,803 sharesChange vs previous 13F +355 shares
0.21% of the 13F portfolio, value $760,664.
13F-HR 0002005378-26-000004 filed by Urban Financial Advisory Corp
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,448 sharesChange vs previous 13F -440 shares
0.19% of the 13F portfolio, value $550,322.
13F-HR 0002005378-26-000002 filed by Urban Financial Advisory Corp
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,888 sharesChange vs previous 13F -20 shares
0.24% of the 13F portfolio, value $613,103.
13F-HR 0002005378-26-000001 filed by Urban Financial Advisory Corp
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,908 sharesChange vs previous 13F -1,796 shares
0.27% of the 13F portfolio, value $582,693.
13F-HR 0002005378-25-000006 filed by Urban Financial Advisory Corp
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 5,704 sharesChange vs previous 13F -2,219 shares
0.37% of the 13F portfolio, value $728,193.
13F-HR 0002005378-25-000003 filed by Urban Financial Advisory Corp
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 7,923 sharesChange vs previous 13F +419 shares
0.49% of the 13F portfolio, value $878,700.
13F-HR 0002005378-25-000002 filed by Urban Financial Advisory Corp
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 7,504 sharesChange vs previous 13F +22 shares
0.54% of the 13F portfolio, value $978,353.
13F-HR 0002005378-25-000001 filed by Urban Financial Advisory Corp
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 7,482 sharesChange vs previous 13F not available
0.51% of the 13F portfolio, value $922,666.
13F-HR 0002005378-24-000004 filed by Urban Financial Advisory Corp
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).