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Advisory Services Network, LLC: IWD position timeline

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

Advisory Services Network, LLC held 39,025 IWD shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,025 shares
    Change vs previous 13F +912 shares

    0.11% of the 13F portfolio, value $9,460,870.

    13F-HR 0001573876-26-000005 filed by Advisory Services Network, 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 38,113 shares
    Change vs previous 13F -15,794 shares

    0.11% of the 13F portfolio, value $8,143,615.

    13F-HR 0001573876-26-000004 filed by Advisory Services Network, 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 53,907 shares
    Change vs previous 13F +17,244 shares

    0.16% of the 13F portfolio, value $11,338,791.

    13F-HR 0001573876-26-000002 filed by Advisory Services Network, 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 36,663 shares
    Change vs previous 13F -2,047 shares

    0.11% of the 13F portfolio, value $7,464,206.

    13F-HR 0001573876-25-000020 filed by Advisory Services Network, 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 38,710 shares
    Change vs previous 13F +281 shares

    0.12% of the 13F portfolio, value $7,564,884.

    13F-HR 0001573876-25-000016 filed by Advisory Services Network, 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 38,429 shares
    Change vs previous 13F +4,118 shares

    0.14% of the 13F portfolio, value $7,230,898.

    13F-HR 0001573876-25-000014 filed by Advisory Services Network, 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 34,311 shares
    Change vs previous 13F +2,598 shares

    0.12% of the 13F portfolio, value $6,351,992.

    13F-HR 0001573876-25-000005 filed by Advisory Services Network, 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 31,713 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $5,533,043.

    13F-HR 0001573876-24-000011 filed by Advisory Services Network, LLC
    Filed (acceptance time not in the bulk data set), ingested

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