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

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

Whitaker-Myers Wealth Managers, LTD. held 33,788 IWS 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 33,788 shares
    Change vs previous 13F -7,444 shares

    0.88% of the 13F portfolio, value $5,431,008.

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

  2. period ended2026-06-30
    13F 41,232 shares
    Change vs previous 13F +562 shares

    1.13% of the 13F portfolio, value $6,786,719.

    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 40,670 shares
    Change vs previous 13F +1,680 shares

    1.18% of the 13F portfolio, value $5,927,281.

    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 38,990 shares
    Change vs previous 13F +3,059 shares

    1.15% of the 13F portfolio, value $5,499,547.

    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 35,931 shares
    Change vs previous 13F +1,326 shares

    1.09% of the 13F portfolio, value $5,018,486.

    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 34,605 shares
    Change vs previous 13F +5,646 shares

    1.15% of the 13F portfolio, value $4,572,678.

    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 28,959 shares
    Change vs previous 13F +926 shares

    1.02% of the 13F portfolio, value $3,647,989.

    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 28,033 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $3,625,740.

    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).