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Disclosery

Affiance Financial, LLC: IWD position timeline

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

Affiance Financial, LLC held 8,391 IWD shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,391 shares
    Change vs previous 13F -1,856 shares

    0.29% of the 13F portfolio, value $2,034,230.

    13F-HR 0001723681-26-000004 filed by Affiance Financial, 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 10,247 shares
    Change vs previous 13F 0 shares

    0.36% of the 13F portfolio, value $2,189,476.

    13F-HR 0001723681-26-000003 filed by Affiance Financial, 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 10,247 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $2,155,354.

    13F-HR 0001723681-26-000001 filed by Affiance Financial, 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 10,247 shares
    Change vs previous 13F 0 shares

    0.38% of the 13F portfolio, value $2,086,187.

    13F-HR 0001085146-25-005939 filed by Affiance Financial, 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 10,247 shares
    Change vs previous 13F +151 shares

    0.4% of the 13F portfolio, value $1,990,275.

    13F-HR 0001085146-25-003718 filed by Affiance Financial, 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 10,096 shares
    Change vs previous 13F -309 shares

    0.44% of the 13F portfolio, value $1,899,663.

    13F-HR 0001085146-25-001968 filed by Affiance Financial, 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 10,405 shares
    Change vs previous 13F 0 shares

    0.46% of the 13F portfolio, value $1,926,278.

    13F-HR 0001085146-25-000379 filed by Affiance Financial, 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 10,405 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $1,974,869.

    13F-HR 0001085146-24-004844 filed by Affiance Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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