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Bleakley Financial Group, LLC: IWD position timeline

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

Bleakley Financial Group, LLC held 98,484 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 98,484 shares
    Change vs previous 13F +13,087 shares

    0.3% of the 13F portfolio, value $23,875,550.

    13F-HR 0001936953-26-000004 filed by Bleakley Financial Group, 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 85,397 shares
    Change vs previous 13F +2,825 shares

    0.29% of the 13F portfolio, value $18,246,855.

    13F-HR 0001936953-26-000003 filed by Bleakley Financial Group, 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 82,572 shares
    Change vs previous 13F +3,742 shares

    0.3% of the 13F portfolio, value $17,368,123.

    13F-HR 0001936953-26-000001 filed by Bleakley Financial Group, 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 78,830 shares
    Change vs previous 13F -890 shares

    0.37% of the 13F portfolio, value $16,048,909.

    13F-HR 0001936953-25-000006 filed by Bleakley Financial Group, 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 79,720 shares
    Change vs previous 13F +2,012 shares

    0.39% of the 13F portfolio, value $15,484,101.

    13F-HR 0001936953-25-000004 filed by Bleakley Financial Group, 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 77,708 shares
    Change vs previous 13F -2,731 shares

    0.47% of the 13F portfolio, value $14,621,614.

    13F-HR 0001936953-25-000003 filed by Bleakley Financial Group, 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 80,439 shares
    Change vs previous 13F +576 shares

    0.45% of the 13F portfolio, value $14,891,705.

    13F-HR 0001936953-25-000001 filed by Bleakley Financial Group, 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 79,863 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $15,157,998.

    13F-HR 0001936953-24-000006 filed by Bleakley Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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