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Ballew Advisors, Inc: IWD position timeline

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

Ballew Advisors, Inc held 1,497 IWD shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,497 shares
    Change vs previous 13F -514 shares

    0.19% of the 13F portfolio, value $373,248.

    13F-HR 0001580642-26-006728 filed by Ballew Advisors, Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,011 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $496,441.

    13F-HR 0001580642-26-004238 filed by Ballew Advisors, Inc
    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 2,011 shares
    Change vs previous 13F -8 shares

    0.25% of the 13F portfolio, value $448,890.

    13F-HR 0001580642-26-002441 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 2,019 shares
    Change vs previous 13F -1,287 shares

    0.25% of the 13F portfolio, value $439,246.

    13F-HR 0001580642-26-000257 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 3,306 shares
    Change vs previous 13F -268 shares

    0.37% of the 13F portfolio, value $671,602.

    13F-HR 0001580642-25-006581 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 3,574 shares
    Change vs previous 13F -18 shares

    0.42% of the 13F portfolio, value $705,628.

    13F-HR 0001580642-25-004115 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 3,592 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $632,553.

    13F-HR 0001580642-25-002392 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 3,592 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $665,223.

    13F-HR 0001580642-25-000325 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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