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BROGAN FINANCIAL, INC.: IWD position timeline

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

BROGAN FINANCIAL, INC. held 2,667 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 2,667 shares
    Change vs previous 13F +8 shares

    0.26% of the 13F portfolio, value $646,641.

    13F-HR 0001889918-26-000005 filed by BROGAN FINANCIAL, INC.
    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 2,659 shares
    Change vs previous 13F +10 shares

    0.25% of the 13F portfolio, value $568,143.

    13F-HR 0001889918-26-000003 filed by BROGAN FINANCIAL, INC.
    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 2,649 shares
    Change vs previous 13F +13 shares

    0.24% of the 13F portfolio, value $557,144.

    13F-HR 0001889918-26-000001 filed by BROGAN FINANCIAL, INC.
    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 2,636 shares
    Change vs previous 13F +12 shares

    0.23% of the 13F portfolio, value $536,661.

    13F-HR 0001889918-25-000005 filed by BROGAN FINANCIAL, INC.
    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 2,624 shares
    Change vs previous 13F +11 shares

    0.23% of the 13F portfolio, value $509,720.

    13F-HR 0001085146-25-004712 filed by BROGAN FINANCIAL, INC.
    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 2,613 shares
    Change vs previous 13F +11 shares

    0.24% of the 13F portfolio, value $491,621.

    13F-HR 0001085146-25-002604 filed by BROGAN FINANCIAL, INC.
    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 2,602 shares
    Change vs previous 13F +14 shares

    0.24% of the 13F portfolio, value $481,655.

    13F-HR 0001085146-25-001266 filed by BROGAN FINANCIAL, INC.
    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 2,588 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $491,202.

    13F-HR 0001994220-24-000026 filed by BROGAN FINANCIAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

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