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Disclosery

DAVENPORT & Co LLC: IWD position timeline

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

DAVENPORT & Co LLC held 32,111 IWD shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,111 shares
    Change vs previous 13F +23,042 shares

    0.04% of the 13F portfolio, value $7,784,784.

    13F-HR 0000887777-26-000016 filed by DAVENPORT & Co 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 9,069 shares
    Change vs previous 13F +1,993 shares

    0.01% of the 13F portfolio, value $1,937,874.

    13F-HR 0000887777-26-000010 filed by DAVENPORT & Co 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 7,076 shares
    Change vs previous 13F +1,931 shares

    0.01% of the 13F portfolio, value $1,488,424.

    13F-HR 0000887777-26-000002 filed by DAVENPORT & Co 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 5,145 shares
    Change vs previous 13F +515 shares

    0.01% of the 13F portfolio, value $1,047,459.

    13F-HR 0000887777-25-000032 filed by DAVENPORT & Co 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 4,630 shares
    Change vs previous 13F -452 shares

    <0.01% of the 13F portfolio, value $899,354.

    13F-HR 0001085146-25-004036 filed by DAVENPORT & Co 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 5,082 shares
    Change vs previous 13F +1,946 shares

    0.01% of the 13F portfolio, value $956,230.

    13F-HR 0001085146-25-002387 filed by DAVENPORT & Co 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 3,136 shares
    Change vs previous 13F +13 shares

    <0.01% of the 13F portfolio, value $580,650.

    13F-HR 0001085146-25-000466 filed by DAVENPORT & Co 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 3,123 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $592,664.

    13F-HR 0001085146-24-005117 filed by DAVENPORT & Co LLC
    Filed (acceptance time not in the bulk data set), ingested

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