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Disclosery

Aveo Capital Partners, LLC: IWD position timeline

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

Aveo Capital Partners, LLC held 0 IWD shares at 2025-06-30 per its 13F-HR filed 2025-08-21.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -1,721 shares

    13F-HR 0001765380-25-000401 filed by Aveo Capital 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.

  2. period ended2025-03-31
    13F 1,721 shares
    Change vs previous 13F -1,867 shares

    0.05% of the 13F portfolio, value $316,545.

    13F-HR 0001765380-25-000216 filed by Aveo Capital 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 ended2024-12-31
    13F 3,588 shares
    Change vs previous 13F +98 shares

    0.07% of the 13F portfolio, value $664,280.

    13F-HR 0001765380-25-000024 filed by Aveo Capital 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 ended2024-09-30
    13F 3,490 shares
    Change vs previous 13F -22,664 shares

    0.07% of the 13F portfolio, value $662,389.

    13F-HR 0001765380-24-000442 filed by Aveo Capital 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 ended2024-06-30
    13F 26,154 shares
    Change vs previous 13F +23,758 shares

    0.52% of the 13F portfolio, value $4,563,033.

    13F-HR 0001765380-24-000259 filed by Aveo Capital 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 ended2024-03-31
    13F 2,396 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $414,881.

    13F-HR 0001765380-24-000185 filed by Aveo Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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