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Certified Advisory Corp: IWD position timeline

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

Certified Advisory Corp held 5,988 IWD shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,988 shares
    Change vs previous 13F -98 shares

    0.12% of the 13F portfolio, value $1,451,580.

    13F-HR 0001731732-26-000004 filed by Certified Advisory Corp
    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 6,086 shares
    Change vs previous 13F -121 shares

    0.12% of the 13F portfolio, value $1,300,400.

    13F-HR 0001731732-26-000002 filed by Certified Advisory Corp
    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 6,207 shares
    Change vs previous 13F -101 shares

    0.12% of the 13F portfolio, value $1,305,604.

    13F-HR 0001731732-26-000001 filed by Certified Advisory Corp
    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 6,308 shares
    Change vs previous 13F -237 shares

    0.12% of the 13F portfolio, value $1,284,187.

    13F-HR 0001731732-25-000004 filed by Certified Advisory Corp
    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 6,545 shares
    Change vs previous 13F -341 shares

    0.13% of the 13F portfolio, value $1,271,144.

    13F-HR 0001085146-25-005120 filed by Certified Advisory Corp
    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 6,886 shares
    Change vs previous 13F -4,481 shares

    0.15% of the 13F portfolio, value $1,295,740.

    13F-HR 0001085146-25-002833 filed by Certified Advisory Corp
    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 11,367 shares
    Change vs previous 13F +164 shares

    0.23% of the 13F portfolio, value $2,104,427.

    13F-HR 0001085146-25-000217 filed by Certified Advisory Corp
    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 11,203 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $2,126,264.

    13F-HR 0001085146-24-005504 filed by Certified Advisory Corp
    Filed (acceptance time not in the bulk data set), ingested

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