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Canvas Wealth Advisors, LLC: IWD position timeline

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

Canvas Wealth Advisors, LLC held 6,480 IWD shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,480 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $1,570,946.

    13F-HR 0001858782-26-000008 filed by Canvas Wealth Advisors, 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 6,480 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $1,384,582.

    13F-HR 0001858782-26-000004 filed by Canvas Wealth Advisors, 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 6,480 shares
    Change vs previous 13F +775 shares

    0.23% of the 13F portfolio, value $1,363,003.

    13F-HR 0001858782-26-000002 filed by Canvas Wealth Advisors, 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 5,705 shares
    Change vs previous 13F +1,075 shares

    0.21% of the 13F portfolio, value $1,169,297.

    13F-HR 0001858782-25-000005 filed by Canvas Wealth Advisors, 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 4,630 shares
    Change vs previous 13F +1,345 shares

    0.18% of the 13F portfolio, value $917,666.

    13F-HR 0001085146-25-004300 filed by Canvas Wealth Advisors, 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 3,285 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $581,511.

    13F-HR 0001085146-25-002312 filed by Canvas Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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