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Comprehensive Financial Management LLC: IWD position timeline

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

Comprehensive Financial Management LLC held 210,233 IWD shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 210,233 shares
    Change vs previous 13F 0 shares

    1.67% of the 13F portfolio, value $50,966,786.

    13F-HR 0001172661-26-003450 filed by Comprehensive Financial 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 210,233 shares
    Change vs previous 13F 0 shares

    1.49% of the 13F portfolio, value $44,920,485.

    13F-HR 0001172661-26-002088 filed by Comprehensive Financial 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 210,233 shares
    Change vs previous 13F 0 shares

    1.33% of the 13F portfolio, value $44,220,409.

    13F-HR 0001172661-26-000971 filed by Comprehensive Financial 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 210,233 shares
    Change vs previous 13F 0 shares

    1.18% of the 13F portfolio, value $42,801,336.

    13F-HR 0001172661-25-004942 filed by Comprehensive Financial 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 210,233 shares
    Change vs previous 13F 0 shares

    1.14% of the 13F portfolio, value $40,833,556.

    13F-HR 0001172661-25-003056 filed by Comprehensive Financial 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 210,233 shares
    Change vs previous 13F 0 shares

    1.25% of the 13F portfolio, value $39,557,441.

    13F-HR 0001172661-25-002099 filed by Comprehensive Financial 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 210,233 shares
    Change vs previous 13F 0 shares

    1.07% of the 13F portfolio, value $38,920,435.

    13F-HR 0001172661-25-000883 filed by Comprehensive Financial Management 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 210,233 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $39,902,223.

    13F-HR 0001172661-24-004925 filed by Comprehensive Financial Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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