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VestGen Advisors, LLC: IWR position timeline

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

VestGen Advisors, LLC held 126,880 IWR 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 126,880 shares
    Change vs previous 13F -102,021 shares

    0.41% of the 13F portfolio, value $13,997,452.

    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 228,901 shares
    Change vs previous 13F +195,233 shares

    0.67% of the 13F portfolio, value $24,027,764.

    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 33,668 shares
    Change vs previous 13F -116,022 shares

    0.14% of the 13F portfolio, value $3,241,182.

    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 149,690 shares
    Change vs previous 13F +8,720 shares

    0.48% of the 13F portfolio, value $14,452,618.

    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 140,970 shares
    Change vs previous 13F -3,208 shares

    0.52% of the 13F portfolio, value $12,964,999.

    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 144,178 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $12,265,229.

    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).