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VAUGHAN & Co SECURITIES, INC.: IWO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of VAUGHAN & Co SECURITIES, INC. on IWO, newest first. How the timeline and the estimate are built.

VAUGHAN & Co SECURITIES, INC. held 69,826 IWO shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 69,826 shares
    Change vs previous 13F -2,599 shares

    12.83% of the 13F portfolio, value $27,508,799.

    13F-HR 0002085853-26-000924 filed by VAUGHAN & Co SECURITIES, INC.
    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 72,425 shares
    Change vs previous 13F -1,375 shares

    11.88% of the 13F portfolio, value $22,727,779.

    13F-HR 0002085853-26-000501 filed by VAUGHAN & Co SECURITIES, INC.
    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 73,800 shares
    Change vs previous 13F +746 shares

    12.33% of the 13F portfolio, value $23,838,126.

    13F-HR 0002085853-26-000116 filed by VAUGHAN & Co SECURITIES, INC.
    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 73,054 shares
    Change vs previous 13F +716 shares

    12.42% of the 13F portfolio, value $23,380,060.

    13F-HR 0002085853-25-000111 filed by VAUGHAN & Co SECURITIES, INC.
    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 72,338 shares
    Change vs previous 13F +2,667 shares

    11.86% of the 13F portfolio, value $20,678,670.

    13F-HR 0001667731-25-000917 filed by VAUGHAN & Co SECURITIES, INC.
    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 69,671 shares
    Change vs previous 13F +1,452 shares

    11.02% of the 13F portfolio, value $17,803,124.

    13F-HR 0001667731-25-000549 filed by VAUGHAN & Co SECURITIES, INC.
    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 68,219 shares
    Change vs previous 13F -1,809 shares

    11.84% of the 13F portfolio, value $19,634,868.

    13F-HR 0001667731-25-000136 filed by VAUGHAN & Co SECURITIES, INC.
    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 70,028 shares
    Change vs previous 13F not available

    11.72% of the 13F portfolio, value $19,887,965.

    13F-HR 0000805870-24-000004 filed by VAUGHAN & Co SECURITIES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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