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Disclosery

CERTUITY, LLC: IWD position timeline

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

CERTUITY, LLC held 56,216 IWD shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 56,216 shares
    Change vs previous 13F +77 shares

    0.67% of the 13F portfolio, value $13,628,454.

    13F-HR 0001800752-26-000004 filed by CERTUITY, 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 56,139 shares
    Change vs previous 13F -9,936 shares

    0.79% of the 13F portfolio, value $11,995,136.

    13F-HR 0001800752-26-000001 filed by CERTUITY, 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 66,075 shares
    Change vs previous 13F -6,813 shares

    0.87% of the 13F portfolio, value $13,898,332.

    13F-HR 0001172661-26-000396 filed by CERTUITY, 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 72,888 shares
    Change vs previous 13F +6,756 shares

    1.02% of the 13F portfolio, value $14,839,248.

    13F-HR 0001172661-25-004776 filed by CERTUITY, 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 66,132 shares
    Change vs previous 13F +379 shares

    1.21% of the 13F portfolio, value $12,844,834.

    13F-HR 0001172661-25-003246 filed by CERTUITY, 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 65,753 shares
    Change vs previous 13F +120 shares

    1.3% of the 13F portfolio, value $12,372,076.

    13F-HR 0001172661-25-001734 filed by CERTUITY, 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 65,633 shares
    Change vs previous 13F +24,533 shares

    1.32% of the 13F portfolio, value $12,150,716.

    13F-HR 0001172661-25-000408 filed by CERTUITY, 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 41,100 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $7,800,694.

    13F-HR 0001172661-24-004576 filed by CERTUITY, LLC
    Filed (acceptance time not in the bulk data set), ingested

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