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Disclosery

Baring Financial LLC: IWD position timeline

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

Baring Financial LLC held 2,003 IWD shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,003 shares
    Change vs previous 13F +7 shares

    0.27% of the 13F portfolio, value $496,488.

    13F-HR 0002052588-26-000005 filed by Baring Financial LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,996 shares
    Change vs previous 13F +177 shares

    0.27% of the 13F portfolio, value $483,783.

    13F-HR 0002052588-26-000003 filed by Baring Financial LLC
    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 1,819 shares
    Change vs previous 13F +263 shares

    0.24% of the 13F portfolio, value $388,715.

    13F-HR 0002052588-26-000002 filed by Baring Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 1,556 shares
    Change vs previous 13F -2,317 shares

    0.2% of the 13F portfolio, value $327,246.

    13F-HR 0002052588-26-000001 filed by Baring Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 3,873 shares
    Change vs previous 13F +6 shares

    0.54% of the 13F portfolio, value $788,402.

    13F-HR 0002052588-25-000006 filed by Baring Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 3,867 shares
    Change vs previous 13F +397 shares

    0.56% of the 13F portfolio, value $751,184.

    13F-HR 0002052588-25-000004 filed by Baring Financial LLC
    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 3,470 shares
    Change vs previous 13F -52 shares

    0.55% of the 13F portfolio, value $652,873.

    13F-HR 0002052588-25-000003 filed by Baring Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 3,522 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $651,984.

    13F-HR 0002052588-25-000001 filed by Baring Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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