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Cedar Mountain Advisors, LLC: IWD position timeline

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

Cedar Mountain Advisors, LLC held 395,280 IWD shares at 2026-06-30 per its 13F-HR filed 2026-07-02.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 395,280 shares
    Change vs previous 13F +104 shares

    16.5% of the 13F portfolio, value $95,827,637.

    13F-HR 0001798986-26-000003 filed by Cedar Mountain 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 395,176 shares
    Change vs previous 13F -7,376 shares

    16.51% of the 13F portfolio, value $84,437,165.

    13F-HR 0001798986-26-000002 filed by Cedar Mountain 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 402,552 shares
    Change vs previous 13F +1,586 shares

    16.33% of the 13F portfolio, value $84,672,718.

    13F-HR 0001798986-26-000001 filed by Cedar Mountain 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 400,966 shares
    Change vs previous 13F -16,159 shares

    15.89% of the 13F portfolio, value $81,632,604.

    13F-HR 0001798986-25-000006 filed by Cedar Mountain 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 417,125 shares
    Change vs previous 13F +2,146 shares

    16.84% of the 13F portfolio, value $81,018,195.

    13F-HR 0001798986-25-000003 filed by Cedar Mountain 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 414,979 shares
    Change vs previous 13F +1,428 shares

    17.49% of the 13F portfolio, value $78,082,360.

    13F-HR 0001798986-25-000002 filed by Cedar Mountain Advisors, 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 413,551 shares
    Change vs previous 13F +2,651 shares

    16.82% of the 13F portfolio, value $76,560,718.

    13F-HR 0001798986-25-000001 filed by Cedar Mountain Advisors, 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 410,900 shares
    Change vs previous 13F not available

    17.58% of the 13F portfolio, value $77,988,755.

    13F-HR 0001798986-24-000004 filed by Cedar Mountain Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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