Skip to content
Disclosery

Wise Wealth Partners: IWR position timeline

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

Wise Wealth Partners held 6,170 IWR shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,170 shares
    Change vs previous 13F 0 shares

    1.16% of the 13F portfolio, value $680,649.

    13F-HR 0002056711-26-000003 filed by Wise Wealth Partners
    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 6,170 shares
    Change vs previous 13F 0 shares

    0.81% of the 13F portfolio, value $599,886.

    13F-HR 0002056711-26-000002 filed by Wise Wealth Partners
    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 6,170 shares
    Change vs previous 13F 0 shares

    0.85% of the 13F portfolio, value $593,963.

    13F-HR 0002056711-26-000001 filed by Wise Wealth Partners
    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 6,170 shares
    Change vs previous 13F 0 shares

    0.91% of the 13F portfolio, value $595,691.

    13F-HR 0002056711-25-000005 filed by Wise Wealth Partners
    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 6,170 shares
    Change vs previous 13F +2,686 shares

    0.95% of the 13F portfolio, value $567,433.

    13F-HR 0002056711-25-000003 filed by Wise Wealth Partners
    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 3,484 shares
    Change vs previous 13F -27 shares

    0.71% of the 13F portfolio, value $296,364.

    13F-HR 0002056711-25-000002 filed by Wise Wealth Partners
    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 3,511 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $310,393.

    13F-HR 0002056711-25-000001 filed by Wise Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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