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AFT, FORSYTH & COMPANY, INC.: IWD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AFT, FORSYTH & COMPANY, INC. on IWD, newest first. How the timeline and the estimate are built.

AFT, FORSYTH & COMPANY, INC. held 2,481 IWD shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,481 shares
    Change vs previous 13F -615 shares

    0.29% of the 13F portfolio, value $601,670.

    13F-HR 0001512073-26-000007 filed by AFT, FORSYTH & COMPANY, INC.
    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 3,096 shares
    Change vs previous 13F -361 shares

    0.31% of the 13F portfolio, value $661,710.

    13F-HR 0001512073-26-000004 filed by AFT, FORSYTH & COMPANY, INC.
    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 3,457 shares
    Change vs previous 13F -194 shares

    0.31% of the 13F portfolio, value $727,134.

    13F-HR 0001512073-26-000001 filed by AFT, FORSYTH & COMPANY, INC.
    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 3,651 shares
    Change vs previous 13F +6 shares

    0.36% of the 13F portfolio, value $743,243.

    13F-HR 0001512073-25-000006 filed by AFT, FORSYTH & COMPANY, INC.
    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 3,645 shares
    Change vs previous 13F +6 shares

    0.36% of the 13F portfolio, value $707,962.

    13F-HR 0001512073-25-000004 filed by AFT, FORSYTH & COMPANY, INC.
    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 3,639 shares
    Change vs previous 13F +5 shares

    0.37% of the 13F portfolio, value $684,774.

    13F-HR 0001512073-25-000002 filed by AFT, FORSYTH & COMPANY, INC.
    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 3,634 shares
    Change vs previous 13F -33 shares

    0.33% of the 13F portfolio, value $672,744.

    13F-HR 0001512073-25-000001 filed by AFT, FORSYTH & COMPANY, INC.
    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 3,667 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $696,032.

    13F-HR 0001512073-24-000007 filed by AFT, FORSYTH & COMPANY, INC.
    Filed (acceptance time not in the bulk data set), ingested

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