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CENTRAL VALLEY ADVISORS, LLC: IWD position timeline

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

CENTRAL VALLEY ADVISORS, LLC held 13,125 IWD shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,125 shares
    Change vs previous 13F -200 shares

    0.82% of the 13F portfolio, value $3,181,786.

    13F-HR 0001085146-26-000523 filed by CENTRAL VALLEY 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 13,325 shares
    Change vs previous 13F +514 shares

    0.78% of the 13F portfolio, value $2,847,224.

    13F-HR 0001085146-26-000337 filed by CENTRAL VALLEY 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 12,811 shares
    Change vs previous 13F -104 shares

    0.81% of the 13F portfolio, value $2,694,666.

    13F-HR 0001085146-26-000068 filed by CENTRAL VALLEY 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 12,915 shares
    Change vs previous 13F -57 shares

    0.81% of the 13F portfolio, value $2,629,365.

    13F-HR 0001085146-25-005853 filed by CENTRAL VALLEY 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 12,972 shares
    Change vs previous 13F -13,301 shares

    0.86% of the 13F portfolio, value $2,519,550.

    13F-HR 0001085146-25-003670 filed by CENTRAL VALLEY 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 26,273 shares
    Change vs previous 13F -1,200 shares

    1.87% of the 13F portfolio, value $4,943,529.

    13F-HR 0001085146-25-002092 filed by CENTRAL VALLEY 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 27,473 shares
    Change vs previous 13F -218 shares

    2.31% of the 13F portfolio, value $5,086,076.

    13F-HR 0001085146-25-000222 filed by CENTRAL VALLEY 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 27,691 shares
    Change vs previous 13F not available

    2.97% of the 13F portfolio, value $5,255,754.

    13F-HR 0001085146-24-004638 filed by CENTRAL VALLEY ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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