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BHK Investment Advisors, LLC: IWD position timeline

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

BHK Investment Advisors, LLC held 6,806 IWD shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,806 shares
    Change vs previous 13F +1 shares

    0.49% of the 13F portfolio, value $1,649,917.

    13F-HR 0001062993-26-003860 filed by BHK Investment Advisors, 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 6,805 shares
    Change vs previous 13F +2 shares

    0.49% of the 13F portfolio, value $1,453,921.

    13F-HR 0001062993-26-002202 filed by BHK Investment Advisors, 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 6,803 shares
    Change vs previous 13F +452 shares

    0.47% of the 13F portfolio, value $1,430,945.

    13F-HR 0001062993-26-000570 filed by BHK Investment Advisors, 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 6,351 shares
    Change vs previous 13F +2 shares

    0.48% of the 13F portfolio, value $1,293,022.

    13F-HR 0001062993-25-016497 filed by BHK Investment Advisors, 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 6,349 shares
    Change vs previous 13F +1 shares

    0.48% of the 13F portfolio, value $1,233,242.

    13F-HR 0001062993-25-013744 filed by BHK Investment Advisors, 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 6,348 shares
    Change vs previous 13F -470 shares

    0.5% of the 13F portfolio, value $1,194,380.

    13F-HR 0001062993-25-008329 filed by BHK Investment Advisors, 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 6,818 shares
    Change vs previous 13F -9 shares

    0.47% of the 13F portfolio, value $1,262,222.

    13F-HR 0001062993-25-001577 filed by BHK Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 6,827 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $1,295,761.

    13F-HR 0001062993-24-018880 filed by BHK Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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