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Disclosery

Asempa Wealth Advisors: IWD position timeline

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

Asempa Wealth Advisors held 0 IWD shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 0 shares
    Change vs previous 13F -5,905 shares

    13F-HR 0002099967-26-000004 filed by Asempa Wealth Advisors
    Accepted , ingested

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

  2. period ended2026-06-30
    13F 5,905 shares
    Change vs previous 13F -184 shares

    1.09% of the 13F portfolio, value $1,431,436.

    13F-HR 0002099967-26-000003 filed by Asempa Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 6,089 shares
    Change vs previous 13F -4,792 shares

    1.14% of the 13F portfolio, value $1,308,670.

    13F-HR 0002099967-26-000002 filed by Asempa Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 10,881 shares
    Change vs previous 13F not available

    1.97% of the 13F portfolio, value $2,288,650.

    13F-HR 0002099967-26-000001 filed by Asempa Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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