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Disclosery

Berman McAleer LLC: IWD position timeline

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

Berman McAleer LLC held 67,488 IWD shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 67,488 shares
    Change vs previous 13F -823 shares

    1.89% of the 13F portfolio, value $16,361,062.

    13F-HR 0002094332-26-000003 filed by Berman McAleer 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 68,311 shares
    Change vs previous 13F -1,520 shares

    1.99% of the 13F portfolio, value $14,595,964.

    13F-HR 0002094332-26-000002 filed by Berman McAleer 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 69,831 shares
    Change vs previous 13F -204 shares

    2.01% of the 13F portfolio, value $14,688,206.

    13F-HR 0002094332-26-000001 filed by Berman McAleer 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 70,035 shares
    Change vs previous 13F not available

    1.99% of the 13F portfolio, value $14,258,380.

    13F-HR 0002094332-25-000001 filed by Berman McAleer LLC
    Filed (acceptance time not in the bulk data set), ingested

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