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AmeriServ Wealth Advisors: IWR position timeline

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

AmeriServ Wealth Advisors held 5,892 IWR shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,892 shares
    Change vs previous 13F -1,347 shares

    0.43% of the 13F portfolio, value $650,005.

    13F-HR 0001172661-26-003007 filed by AmeriServ Wealth Advisors
    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 7,239 shares
    Change vs previous 13F -1,013 shares

    0.45% of the 13F portfolio, value $703,847.

    13F-HR 0001172661-26-001807 filed by AmeriServ Wealth Advisors
    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 8,252 shares
    Change vs previous 13F -546 shares

    0.46% of the 13F portfolio, value $794,419.

    13F-HR 0001172661-26-000585 filed by AmeriServ Wealth Advisors
    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 8,798 shares
    Change vs previous 13F -343 shares

    0.43% of the 13F portfolio, value $849,446.

    13F-HR 0001172661-25-004730 filed by AmeriServ Wealth Advisors
    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 9,141 shares
    Change vs previous 13F +61 shares

    0.42% of the 13F portfolio, value $840,697.

    13F-HR 0001172661-25-003097 filed by AmeriServ Wealth Advisors
    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 9,080 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $772,435.

    13F-HR 0001172661-25-001826 filed by AmeriServ Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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