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Disclosery

CGN Advisors LLC: IWD position timeline

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

CGN Advisors LLC held 10,858 IWD shares at 2026-06-30 per its 13F-HR filed 2026-07-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,858 shares
    Change vs previous 13F -34 shares

    0.19% of the 13F portfolio, value $2,632,393.

    13F-HR 0001841506-26-000004 filed by CGN 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 10,892 shares
    Change vs previous 13F -44 shares

    0.18% of the 13F portfolio, value $2,327,371.

    13F-HR 0001841506-26-000003 filed by CGN 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 10,936 shares
    Change vs previous 13F -89 shares

    0.18% of the 13F portfolio, value $2,300,355.

    13F-HR 0001841506-26-000001 filed by CGN 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 11,025 shares
    Change vs previous 13F -22 shares

    0.18% of the 13F portfolio, value $2,244,654.

    13F-HR 0001841506-25-000008 filed by CGN 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 11,047 shares
    Change vs previous 13F +294 shares

    0.19% of the 13F portfolio, value $2,145,729.

    13F-HR 0001841506-25-000005 filed by CGN 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 10,753 shares
    Change vs previous 13F -67 shares

    0.2% of the 13F portfolio, value $2,023,353.

    13F-HR 0001841506-25-000002 filed by CGN 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 10,820 shares
    Change vs previous 13F +178 shares

    0.19% of the 13F portfolio, value $2,003,174.

    13F-HR 0001841506-25-000001 filed by CGN 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 10,642 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $2,019,920.

    13F-HR 0001841506-24-000008 filed by CGN Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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