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Crumly & Associates Inc.: IWD position timeline

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

Crumly & Associates Inc. held 992 IWD shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 992 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $245,947.

    13F-HR 0001759578-26-000008 filed by Crumly & Associates Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 992 shares
    Change vs previous 13F -391 shares

    0.05% of the 13F portfolio, value $240,491.

    13F-HR 0001759578-26-000007 filed by Crumly & Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 1,383 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $295,506.

    13F-HR 0001759578-26-000004 filed by Crumly & Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 1,383 shares
    Change vs previous 13F -3 shares

    0.06% of the 13F portfolio, value $290,900.

    13F-HR 0001759578-26-000002 filed by Crumly & Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 1,386 shares
    Change vs previous 13F -3,023 shares

    0.06% of the 13F portfolio, value $282,176.

    13F-HR 0001759578-25-000015 filed by Crumly & Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 4,409 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $856,360.

    13F-HR 0001759578-25-000012 filed by Crumly & Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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