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BITTERROOT CAPITAL ADVISORS LLC: IWD position timeline

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

BITTERROOT CAPITAL ADVISORS LLC held 72,440 IWD shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 72,440 shares
    Change vs previous 13F 0 shares

    10.58% of the 13F portfolio, value $17,561,629.

    13F-HR 0002110106-26-000003 filed by BITTERROOT CAPITAL 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 72,440 shares
    Change vs previous 13F +129 shares

    9.4% of the 13F portfolio, value $15,478,357.

    13F-HR 0002110106-26-000002 filed by BITTERROOT CAPITAL 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 72,311 shares
    Change vs previous 13F not available

    10.42% of the 13F portfolio, value $15,209,839.

    13F-HR 0002110106-26-000001 filed by BITTERROOT CAPITAL ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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