Skip to content
Disclosery

BigSur Wealth Management LLC: IWD position timeline

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

BigSur Wealth Management LLC held 9,180 IWD shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,180 shares
    Change vs previous 13F -215 shares

    0.54% of the 13F portfolio, value $2,225,507.

    13F-HR 0001398344-26-012137 filed by BigSur Wealth Management 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 9,395 shares
    Change vs previous 13F -3,000 shares

    0.56% of the 13F portfolio, value $2,007,430.

    13F-HR 0001398344-26-006828 filed by BigSur Wealth Management 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 12,395 shares
    Change vs previous 13F 0 shares

    0.63% of the 13F portfolio, value $2,607,164.

    13F-HR 0001398344-26-001298 filed by BigSur Wealth Management 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 12,395 shares
    Change vs previous 13F -206 shares

    0.62% of the 13F portfolio, value $2,523,498.

    13F-HR 0001398344-25-019122 filed by BigSur Wealth Management 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 12,601 shares
    Change vs previous 13F 0 shares

    0.62% of the 13F portfolio, value $2,447,492.

    13F-HR 0001398344-25-013158 filed by BigSur Wealth Management 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 12,601 shares
    Change vs previous 13F 0 shares

    0.64% of the 13F portfolio, value $2,371,004.

    13F-HR 0001398344-25-007207 filed by BigSur Wealth Management 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 12,601 shares
    Change vs previous 13F 0 shares

    0.67% of the 13F portfolio, value $2,332,823.

    13F-HR 0001398344-25-000735 filed by BigSur Wealth Management 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 12,601 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $2,391,670.

    13F-HR 0001398344-24-018923 filed by BigSur Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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