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Disclosery

AAF Wealth Management, LLC: IWD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AAF Wealth Management, LLC on IWD, newest first. How the timeline and the estimate are built.

AAF Wealth Management, LLC held 3,076 IWD shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,076 shares
    Change vs previous 13F -57 shares

    0.28% of the 13F portfolio, value $745,783.

    13F-HR 0001726609-26-000005 filed by AAF Wealth Management, LLC
    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 3,133 shares
    Change vs previous 13F -178 shares

    0.27% of the 13F portfolio, value $669,488.

    13F-HR 0001726609-26-000002 filed by AAF Wealth Management, LLC
    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 3,311 shares
    Change vs previous 13F -37 shares

    0.29% of the 13F portfolio, value $696,495.

    13F-HR 0001726609-26-000001 filed by AAF Wealth Management, LLC
    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 3,348 shares
    Change vs previous 13F -224 shares

    0.31% of the 13F portfolio, value $681,596.

    13F-HR 0001726609-25-000003 filed by AAF Wealth Management, LLC
    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 3,572 shares
    Change vs previous 13F +715 shares

    0.32% of the 13F portfolio, value $693,700.

    13F-HR 0001085146-25-004526 filed by AAF Wealth Management, LLC
    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 2,857 shares
    Change vs previous 13F -109 shares

    0.29% of the 13F portfolio, value $537,490.

    13F-HR 0001085146-25-003362 filed by AAF Wealth Management, LLC
    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/A 2,966 shares
    Change vs previous 13F +4 shares

    0.28% of the 13F portfolio, value $549,117.

    13F-HR/A 0001085146-25-003382 filed by AAF Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F/A 2,962 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $562,157.

    13F-HR/A 0001085146-25-003381 filed by AAF Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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