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Disclosery

Broadview Financial Management, LLC: IWD position timeline

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

Broadview Financial Management, LLC held 22,758 IWD shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,758 shares
    Change vs previous 13F -413 shares

    3.37% of the 13F portfolio, value $5,517,233.

    13F-HR 0001697024-26-000003 filed by Broadview Financial 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 23,171 shares
    Change vs previous 13F -329 shares

    3.38% of the 13F portfolio, value $4,950,848.

    13F-HR 0001697024-26-000002 filed by Broadview Financial 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 23,500 shares
    Change vs previous 13F -103 shares

    3.31% of the 13F portfolio, value $4,943,066.

    13F-HR 0001697024-26-000001 filed by Broadview Financial 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 23,603 shares
    Change vs previous 13F -1,068 shares

    3.24% of the 13F portfolio, value $4,805,271.

    13F-HR 0001697024-25-000006 filed by Broadview Financial 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 24,671 shares
    Change vs previous 13F -677 shares

    3.26% of the 13F portfolio, value $4,791,848.

    13F-HR 0001697024-25-000004 filed by Broadview Financial 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 25,348 shares
    Change vs previous 13F -75 shares

    3.56% of the 13F portfolio, value $4,769,407.

    13F-HR 0001697024-25-000002 filed by Broadview Financial 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 25,423 shares
    Change vs previous 13F -368 shares

    3.37% of the 13F portfolio, value $4,706,565.

    13F-HR 0001697024-25-000001 filed by Broadview Financial 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 25,791 shares
    Change vs previous 13F not available

    3.31% of the 13F portfolio, value $4,895,059.

    13F-HR 0001697024-24-000005 filed by Broadview Financial Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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