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Disclosery

Bruce G. Allen Investments, LLC: IWD position timeline

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

Bruce G. Allen Investments, LLC held 8,026 IWD shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,026 shares
    Change vs previous 13F +734 shares

    1.24% of the 13F portfolio, value $1,945,836.

    13F-HR 0001986152-26-000096 filed by Bruce G. Allen Investments, 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 7,292 shares
    Change vs previous 13F -79 shares

    1.02% of the 13F portfolio, value $1,558,038.

    13F-HR 0001986152-26-000079 filed by Bruce G. Allen Investments, 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 7,371 shares
    Change vs previous 13F +92 shares

    1.05% of the 13F portfolio, value $1,550,487.

    13F-HR 0001986152-26-000022 filed by Bruce G. Allen Investments, 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 7,279 shares
    Change vs previous 13F +25 shares

    1.06% of the 13F portfolio, value $1,481,932.

    13F-HR 0002005409-25-000006 filed by Bruce G. Allen Investments, 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 7,254 shares
    Change vs previous 13F -244 shares

    1.07% of the 13F portfolio, value $1,408,953.

    13F-HR 0002005409-25-000003 filed by Bruce G. Allen Investments, 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 7,498 shares
    Change vs previous 13F -641 shares

    1.12% of the 13F portfolio, value $1,410,740.

    13F-HR 0002005409-25-000002 filed by Bruce G. Allen Investments, 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 8,139 shares
    Change vs previous 13F +183 shares

    1.22% of the 13F portfolio, value $1,506,854.

    13F-HR 0002005409-25-000001 filed by Bruce G. Allen Investments, 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 7,956 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $1,510,088.

    13F-HR 0002005409-24-000005 filed by Bruce G. Allen Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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