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Disclosery

William Mack & Associates, Inc.: IWR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of William Mack & Associates, Inc. on IWR, newest first. How the timeline and the estimate are built.

William Mack & Associates, Inc. held 4,957 IWR shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,957 shares
    Change vs previous 13F -139 shares

    0.19% of the 13F portfolio, value $546,807.

    13F-HR 0001754960-26-000473 filed by William Mack & Associates, Inc.
    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 5,096 shares
    Change vs previous 13F +13 shares

    0.28% of the 13F portfolio, value $495,484.

    13F-HR 0001754960-26-000244 filed by William Mack & Associates, Inc.
    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 5,083 shares
    Change vs previous 13F -297 shares

    0.23% of the 13F portfolio, value $489,372.

    13F-HR 0001754960-26-000159 filed by William Mack & Associates, Inc.
    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 5,380 shares
    Change vs previous 13F +16 shares

    0.28% of the 13F portfolio, value $519,481.

    13F-HR 0001754960-25-000794 filed by William Mack & Associates, Inc.
    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 5,364 shares
    Change vs previous 13F +15 shares

    0.31% of the 13F portfolio, value $493,311.

    13F-HR 0001754960-25-000806 filed by William Mack & Associates, Inc.
    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 5,349 shares
    Change vs previous 13F +15 shares

    0.39% of the 13F portfolio, value $455,066.

    13F-HR 0001754960-25-000805 filed by William Mack & Associates, Inc.
    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 5,334 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $471,547.

    13F-HR 0001754960-25-000804 filed by William Mack & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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