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Auour Investments LLC: IWD position timeline

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

Auour Investments LLC held 31,595 IWD shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,595 shares
    Change vs previous 13F -127 shares

    2.2% of the 13F portfolio, value $7,659,468.

    13F-HR 0001789310-26-000003 filed by Auour Investments 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 31,722 shares
    Change vs previous 13F +382 shares

    2.13% of the 13F portfolio, value $6,777,992.

    13F-HR 0001789310-26-000002 filed by Auour Investments 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 31,340 shares
    Change vs previous 13F -1,062 shares

    2.1% of the 13F portfolio, value $6,591,971.

    13F-HR 0001789310-26-000001 filed by Auour Investments 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 32,402 shares
    Change vs previous 13F +268 shares

    2.15% of the 13F portfolio, value $6,596,695.

    13F-HR 0001789310-25-000007 filed by Auour Investments 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 32,134 shares
    Change vs previous 13F +136 shares

    2.15% of the 13F portfolio, value $6,241,459.

    13F-HR 0001789310-25-000005 filed by Auour Investments 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 31,998 shares
    Change vs previous 13F +3,342 shares

    2.11% of the 13F portfolio, value $5,832,250.

    13F-HR 0001789310-25-000002 filed by Auour Investments LLC
    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 28,656 shares
    Change vs previous 13F +563 shares

    1.94% of the 13F portfolio, value $5,546,005.

    13F-HR 0001789310-25-000001 filed by Auour Investments LLC
    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 28,093 shares
    Change vs previous 13F not available

    1.9% of the 13F portfolio, value $5,319,344.

    13F-HR 0001789310-24-000004 filed by Auour Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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