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Clientfirst Wealth Management, LLC: IWD position timeline

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

Clientfirst Wealth Management, LLC held 14,479 IWD shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,479 shares
    Change vs previous 13F 0 shares

    2.88% of the 13F portfolio, value $3,510,144.

    13F-HR 0001915494-26-000004 filed by Clientfirst Wealth Management, 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 14,479 shares
    Change vs previous 13F 0 shares

    2.61% of the 13F portfolio, value $3,093,728.

    13F-HR 0001915494-26-000002 filed by Clientfirst Wealth Management, 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 14,479 shares
    Change vs previous 13F 0 shares

    2.45% of the 13F portfolio, value $3,045,513.

    13F-HR 0001915494-26-000001 filed by Clientfirst Wealth Management, 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 14,479 shares
    Change vs previous 13F 0 shares

    2.36% of the 13F portfolio, value $2,947,780.

    13F-HR 0001915494-25-000002 filed by Clientfirst Wealth Management, 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 14,479 shares
    Change vs previous 13F 0 shares

    2.87% of the 13F portfolio, value $2,812,256.

    13F-HR 0001085146-25-005234 filed by Clientfirst Wealth Management, 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 14,479 shares
    Change vs previous 13F -1 shares

    3.09% of the 13F portfolio, value $2,724,369.

    13F-HR 0001085146-25-002507 filed by Clientfirst Wealth Management, 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 14,480 shares
    Change vs previous 13F not available

    2.71% of the 13F portfolio, value $2,680,682.

    13F-HR 0001085146-25-000541 filed by Clientfirst Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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