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Disclosery

Astoria Strategic Wealth, Inc.: IWD position timeline

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

Astoria Strategic Wealth, Inc. held 35,283 IWD shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,283 shares
    Change vs previous 13F -448 shares

    1.95% of the 13F portfolio, value $8,553,658.

    13F-HR 0001777914-26-000005 filed by Astoria Strategic Wealth, 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 35,731 shares
    Change vs previous 13F -694 shares

    1.94% of the 13F portfolio, value $7,634,643.

    13F-HR 0001777914-26-000004 filed by Astoria Strategic Wealth, 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 36,425 shares
    Change vs previous 13F -1,480 shares

    1.93% of the 13F portfolio, value $7,661,635.

    13F-HR 0001777914-26-000001 filed by Astoria Strategic Wealth, 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 37,905 shares
    Change vs previous 13F -1,257 shares

    1.95% of the 13F portfolio, value $7,717,079.

    13F-HR 0001777914-25-000007 filed by Astoria Strategic Wealth, 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 39,162 shares
    Change vs previous 13F +2,343 shares

    2.06% of the 13F portfolio, value $7,606,435.

    13F-HR 0001777914-25-000004 filed by Astoria Strategic Wealth, 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 36,819 shares
    Change vs previous 13F +119 shares

    2.04% of the 13F portfolio, value $6,927,863.

    13F-HR 0001777914-25-000003 filed by Astoria Strategic Wealth, 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 36,700 shares
    Change vs previous 13F -739 shares

    2.02% of the 13F portfolio, value $6,794,271.

    13F-HR 0001777914-25-000002 filed by Astoria Strategic Wealth, 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 37,439 shares
    Change vs previous 13F not available

    2.08% of the 13F portfolio, value $7,105,922.

    13F-HR 0001777914-24-000007 filed by Astoria Strategic Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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