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Vawter Financial, Ltd.: IWO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Vawter Financial, Ltd. on IWO, newest first. How the timeline and the estimate are built.

Vawter Financial, Ltd. held 4,406 IWO shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,406 shares
    Change vs previous 13F -56 shares

    0.65% of the 13F portfolio, value $1,735,763.

    13F-HR 0001974403-26-000003 filed by Vawter Financial, Ltd.
    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/A 4,462 shares
    Change vs previous 13F -99 shares

    0.59% of the 13F portfolio, value $1,400,102.

    13F-HR/A 0001974403-26-000007 filed by Vawter Financial, Ltd.
    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/A 4,561 shares
    Change vs previous 13F -55 shares

    0.62% of the 13F portfolio, value $1,473,127.

    13F-HR/A 0001974403-26-000006 filed by Vawter Financial, Ltd.
    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/A 4,616 shares
    Change vs previous 13F +4,616 shares

    0.67% of the 13F portfolio, value $1,477,184.

    13F-HR/A 0001974403-26-000005 filed by Vawter Financial, Ltd.
    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/A 0 shares
    Change vs previous 13F -4,616 shares

    13F-HR/A 0001974403-26-000004 filed by Vawter Financial, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2025-03-31
    13F 4,616 shares
    Change vs previous 13F -300 shares

    0.66% of the 13F portfolio, value $1,179,430.

    13F-HR 0001974403-25-000002 filed by Vawter Financial, Ltd.
    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 4,916 shares
    Change vs previous 13F -68 shares

    0.85% of the 13F portfolio, value $1,414,815.

    13F-HR 0001974403-25-000001 filed by Vawter Financial, Ltd.
    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 4,984 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $1,415,349.

    13F-HR 0001974403-24-000006 filed by Vawter Financial, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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