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Disclosery

BG Investment Services, LLC: IWD position timeline

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

BG Investment Services, LLC held 14,160 IWD shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,160 shares
    Change vs previous 13F -443 shares

    2.47% of the 13F portfolio, value $3,432,887.

    13F-HR 0001873989-26-000003 filed by BG Investment Services, 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 14,603 shares
    Change vs previous 13F -349 shares

    2.59% of the 13F portfolio, value $3,120,289.

    13F-HR 0001873989-26-000002 filed by BG Investment Services, 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 14,952 shares
    Change vs previous 13F -370 shares

    2.8% of the 13F portfolio, value $3,145,066.

    13F-HR 0001873989-26-000001 filed by BG Investment Services, 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 15,322 shares
    Change vs previous 13F -2,088 shares

    3.08% of the 13F portfolio, value $3,119,463.

    13F-HR 0001873989-25-000003 filed by BG Investment Services, 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 17,410 shares
    Change vs previous 13F -8,146 shares

    4.29% of the 13F portfolio, value $3,431,319.

    13F-HR 0001085146-25-004307 filed by BG Investment Services, 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 25,556 shares
    Change vs previous 13F -12,650 shares

    5.18% of the 13F portfolio, value $4,808,663.

    13F-HR 0001085146-25-002636 filed by BG Investment Services, 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 38,206 shares
    Change vs previous 13F not available

    7.12% of the 13F portfolio, value $7,073,118.

    13F-HR 0001085146-25-001028 filed by BG Investment Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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