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Disclosery

Aufman Associates Inc: IWD position timeline

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

Aufman Associates Inc held 2,310 IWD shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,310 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $560,013.

    13F-HR 0001801573-26-000003 filed by Aufman Associates 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 2,310 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $493,578.

    13F-HR 0001801573-26-000002 filed by Aufman Associates 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 2,310 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $485,885.

    13F-HR 0001801573-26-000001 filed by Aufman Associates 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 2,310 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $470,293.

    13F-HR 0001801573-25-000007 filed by Aufman Associates 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 2,310 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $448,671.

    13F-HR 0001801573-25-000004 filed by Aufman Associates Inc
    Filed (acceptance time not in the bulk data set), ingested

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