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Disclosery

Westshore Wealth, LLC: IWR position timeline

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

Westshore Wealth, LLC held 64,904 IWR shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 64,904 shares
    Change vs previous 13F -425 shares

    2.22% of the 13F portfolio, value $7,160,188.

    13F-HR 0001806366-26-000004 filed by Westshore Wealth, 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 65,329 shares
    Change vs previous 13F -3,141 shares

    2.23% of the 13F portfolio, value $6,351,924.

    13F-HR 0001806366-26-000002 filed by Westshore Wealth, 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 68,470 shares
    Change vs previous 13F +1,204 shares

    2.18% of the 13F portfolio, value $6,591,571.

    13F-HR 0001806366-26-000001 filed by Westshore Wealth, 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 67,266 shares
    Change vs previous 13F -2,115 shares

    2.22% of the 13F portfolio, value $6,494,574.

    13F-HR 0001806366-25-000002 filed by Westshore Wealth, 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 69,381 shares
    Change vs previous 13F +612 shares

    2.45% of the 13F portfolio, value $6,380,927.

    13F-HR 0001085146-25-003688 filed by Westshore Wealth, 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 68,769 shares
    Change vs previous 13F -3,240 shares

    2.47% of the 13F portfolio, value $5,850,210.

    13F-HR 0001085146-25-003283 filed by Westshore Wealth, LLC
    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 72,009 shares
    Change vs previous 13F +105 shares

    2.58% of the 13F portfolio, value $6,365,596.

    13F-HR 0001085146-25-003402 filed by Westshore Wealth, LLC
    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 71,904 shares
    Change vs previous 13F not available

    2.59% of the 13F portfolio, value $6,337,588.

    13F-HR 0001085146-24-005567 filed by Westshore Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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