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Advisory Resource Group: IWD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisory Resource Group on IWD, newest first. How the timeline and the estimate are built.

Advisory Resource Group held 10,034 IWD shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,034 shares
    Change vs previous 13F -119 shares

    0.37% of the 13F portfolio, value $2,432,423.

    13F-HR 0001172661-26-002609 filed by Advisory Resource Group
    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 10,153 shares
    Change vs previous 13F +409 shares

    0.37% of the 13F portfolio, value $2,169,285.

    13F-HR 0001172661-26-002019 filed by Advisory Resource Group
    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 9,744 shares
    Change vs previous 13F -449 shares

    0.36% of the 13F portfolio, value $2,049,448.

    13F-HR 0001172661-26-000637 filed by Advisory Resource Group
    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 10,193 shares
    Change vs previous 13F +2,380 shares

    0.37% of the 13F portfolio, value $2,075,091.

    13F-HR 0001172661-25-004375 filed by Advisory Resource Group
    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 7,813 shares
    Change vs previous 13F +515 shares

    0.29% of the 13F portfolio, value $1,517,519.

    13F-HR 0001172661-25-002969 filed by Advisory Resource Group
    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 7,298 shares
    Change vs previous 13F -278 shares

    0.28% of the 13F portfolio, value $1,373,192.

    13F-HR 0001172661-25-001522 filed by Advisory Resource Group
    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 7,576 shares
    Change vs previous 13F -27,747 shares

    0.3% of the 13F portfolio, value $1,402,545.

    13F-HR 0001764968-25-000001 filed by Advisory Resource Group
    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 35,323 shares
    Change vs previous 13F not available

    1.43% of the 13F portfolio, value $6,704,305.

    13F-HR 0001764968-24-000004 filed by Advisory Resource Group
    Filed (acceptance time not in the bulk data set), ingested

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