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American Institute for Advanced Investment Management, LLP: IWD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of American Institute for Advanced Investment Management, LLP on IWD, newest first. How the timeline and the estimate are built.

American Institute for Advanced Investment Management, LLP held 31,216 IWD shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,216 shares
    Change vs previous 13F -321 shares

    4.37% of the 13F portfolio, value $7,567,699.

    13F-HR 0001214659-26-008788 filed by American Institute for Advanced Investment Management, LLP
    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 31,537 shares
    Change vs previous 13F +7 shares

    4.37% of the 13F portfolio, value $6,738,512.

    13F-HR 0001214659-26-005031 filed by American Institute for Advanced Investment Management, LLP
    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 31,530 shares
    Change vs previous 13F -539 shares

    4.26% of the 13F portfolio, value $6,632,021.

    13F-HR 0001214659-26-001152 filed by American Institute for Advanced Investment Management, LLP
    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 32,069 shares
    Change vs previous 13F -1,624 shares

    4.28% of the 13F portfolio, value $6,528,934.

    13F-HR 0001214659-25-015751 filed by American Institute for Advanced Investment Management, LLP
    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 33,693 shares
    Change vs previous 13F +398 shares

    4.63% of the 13F portfolio, value $6,544,198.

    13F-HR 0001214659-25-011476 filed by American Institute for Advanced Investment Management, LLP
    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 33,295 shares
    Change vs previous 13F +475 shares

    4.78% of the 13F portfolio, value $6,264,786.

    13F-HR 0001214659-25-006031 filed by American Institute for Advanced Investment Management, LLP
    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 32,820 shares
    Change vs previous 13F -734 shares

    4.53% of the 13F portfolio, value $6,075,972.

    13F-HR 0001214659-25-001207 filed by American Institute for Advanced Investment Management, LLP
    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 33,554 shares
    Change vs previous 13F not available

    4.56% of the 13F portfolio, value $6,368,551.

    13F-HR 0001214659-24-017820 filed by American Institute for Advanced Investment Management, LLP
    Filed (acceptance time not in the bulk data set), ingested

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