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Whitaker-Myers Wealth Managers, LTD.: IWP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Whitaker-Myers Wealth Managers, LTD. on IWP, newest first. How the timeline and the estimate are built.

Whitaker-Myers Wealth Managers, LTD. held 31,167 IWP shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 31,167 shares
    Change vs previous 13F -123,263 shares

    0.7% of the 13F portfolio, value $4,291,106.

    13F-HR 0002085853-26-001124 filed by Whitaker-Myers Wealth Managers, LTD.
    Accepted , ingested

  2. period ended2026-06-30
    13F 154,430 shares
    Change vs previous 13F +11,127 shares

    3.78% of the 13F portfolio, value $22,610,074.

    13F-HR 0002085853-26-000666 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 143,303 shares
    Change vs previous 13F +7,470 shares

    3.66% of the 13F portfolio, value $18,359,957.

    13F-HR 0002085853-26-000304 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 135,833 shares
    Change vs previous 13F +2 shares

    3.88% of the 13F portfolio, value $18,600,947.

    13F-HR 0002085853-26-000069 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 135,831 shares
    Change vs previous 13F +7,128 shares

    4.22% of the 13F portfolio, value $19,343,647.

    13F-HR 0002085853-25-000104 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 128,703 shares
    Change vs previous 13F +11,928 shares

    4.5% of the 13F portfolio, value $17,848,500.

    13F-HR 0001667731-25-000741 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 116,775 shares
    Change vs previous 13F +9,002 shares

    3.85% of the 13F portfolio, value $13,719,928.

    13F-HR 0001667731-25-000415 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 107,773 shares
    Change vs previous 13F not available

    3.98% of the 13F portfolio, value $13,660,239.

    13F-HR 0001667731-25-000038 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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