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VestGen Advisors, LLC: IWP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of VestGen Advisors, LLC on IWP, newest first. How the timeline and the estimate are built.

VestGen Advisors, LLC held 99,121 IWP shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 99,121 shares
    Change vs previous 13F +7,214 shares

    0.43% of the 13F portfolio, value $14,512,357.

    13F-HR 0002050130-26-000005 filed by VestGen Advisors, LLC
    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 91,907 shares
    Change vs previous 13F +579 shares

    0.35% of the 13F portfolio, value $12,559,126.

    13F-HR 0002050130-26-000004 filed by VestGen Advisors, LLC
    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 91,328 shares
    Change vs previous 13F +5,583 shares

    0.53% of the 13F portfolio, value $12,506,464.

    13F-HR 0002050130-26-000001 filed by VestGen Advisors, LLC
    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 85,745 shares
    Change vs previous 13F +2,389 shares

    0.41% of the 13F portfolio, value $12,210,975.

    13F-HR 0002050130-25-000006 filed by VestGen Advisors, LLC
    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 83,356 shares
    Change vs previous 13F -2,376 shares

    0.46% of the 13F portfolio, value $11,559,772.

    13F-HR 0002050130-25-000005 filed by VestGen Advisors, LLC
    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 85,732 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $10,072,653.

    13F-HR 0002050130-25-000003 filed by VestGen Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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