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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

  1. period ended2026-06-30
    13F 3,803 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 3,448 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 3,888 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 3,908 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 5,704 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 7,923 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 7,504 shares
    Change 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), ingested

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

  8. period ended2024-09-30
    13F 7,482 shares
    Change 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), ingested

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