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Disclosery

Brightwater Advisory LLC: IWD position timeline

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

Brightwater Advisory LLC held 27,281 IWD shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,281 shares
    Change vs previous 13F -259 shares

    4.18% of the 13F portfolio, value $6,613,733.

    13F-HR 0002034566-26-000003 filed by Brightwater Advisory 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 27,540 shares
    Change vs previous 13F -706 shares

    3.89% of the 13F portfolio, value $5,884,472.

    13F-HR 0002034566-26-000002 filed by Brightwater Advisory 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 28,246 shares
    Change vs previous 13F 0 shares

    4.01% of the 13F portfolio, value $5,941,264.

    13F-HR 0002034566-26-000001 filed by Brightwater Advisory 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 28,246 shares
    Change vs previous 13F -698 shares

    3.95% of the 13F portfolio, value $5,750,603.

    13F-HR 0002034566-25-000008 filed by Brightwater Advisory 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/A 28,944 shares
    Change vs previous 13F -202 shares

    4.04% of the 13F portfolio, value $5,621,793.

    13F-HR/A 0002034566-25-000005 filed by Brightwater Advisory 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/A 29,146 shares
    Change vs previous 13F -399 shares

    4.34% of the 13F portfolio, value $5,484,111.

    13F-HR/A 0002034566-25-000003 filed by Brightwater Advisory 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 29,545 shares
    Change vs previous 13F -167 shares

    4.29% of the 13F portfolio, value $5,469,666.

    13F-HR 0002034566-25-000001 filed by Brightwater Advisory 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 29,712 shares
    Change vs previous 13F not available

    4.15% of the 13F portfolio, value $5,639,338.

    13F-HR 0002034566-24-000004 filed by Brightwater Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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