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Disclosery

Americana Partners, LLC: IWD position timeline

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

Americana Partners, LLC held 213,798 IWD shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 213,798 shares
    Change vs previous 13F -270 shares

    1.17% of the 13F portfolio, value $51,831,281.

    13F-HR 0001172661-26-003084 filed by Americana Partners, 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 214,068 shares
    Change vs previous 13F +6,690 shares

    1.19% of the 13F portfolio, value $45,740,007.

    13F-HR 0001172661-26-001697 filed by Americana Partners, 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 207,378 shares
    Change vs previous 13F +36,779 shares

    1.2% of the 13F portfolio, value $43,619,829.

    13F-HR 0001172661-26-000527 filed by Americana Partners, 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 170,599 shares
    Change vs previous 13F +75,256 shares

    1.04% of the 13F portfolio, value $34,732,250.

    13F-HR 0001172661-25-004484 filed by Americana Partners, 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 95,343 shares
    Change vs previous 13F +95,343 shares

    0.64% of the 13F portfolio, value $18,518,471.

    13F-HR 0001172661-25-002955 filed by Americana Partners, 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 0 shares
    Change vs previous 13F -2,413 shares

    13F-HR 0001172661-25-001686 filed by Americana Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 2,413 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $446,719.

    13F-HR 0001172661-25-000439 filed by Americana Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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