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Disclosery

David Kennon Inc: IWD position timeline

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

David Kennon Inc held 8,424 IWD shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,424 shares
    Change vs previous 13F +51 shares

    0.67% of the 13F portfolio, value $2,042,185.

    13F-HR 0001954126-26-000004 filed by David Kennon Inc
    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 8,373 shares
    Change vs previous 13F +389 shares

    0.64% of the 13F portfolio, value $1,789,058.

    13F-HR 0001954126-26-000002 filed by David Kennon Inc
    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 7,984 shares
    Change vs previous 13F +334 shares

    0.6% of the 13F portfolio, value $1,679,355.

    13F-HR 0001954126-26-000001 filed by David Kennon Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 7,650 shares
    Change vs previous 13F +93 shares

    0.56% of the 13F portfolio, value $1,557,464.

    13F-HR 0001954126-25-000002 filed by David Kennon Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 7,557 shares
    Change vs previous 13F +278 shares

    0.55% of the 13F portfolio, value $1,467,796.

    13F-HR 0001085146-25-003899 filed by David Kennon Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 7,279 shares
    Change vs previous 13F +397 shares

    0.55% of the 13F portfolio, value $1,369,617.

    13F-HR 0001085146-25-002244 filed by David Kennon Inc
    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 6,882 shares
    Change vs previous 13F +250 shares

    0.5% of the 13F portfolio, value $1,274,065.

    13F-HR 0001085146-25-000422 filed by David Kennon Inc
    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 6,632 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $1,258,754.

    13F-HR 0001085146-24-005067 filed by David Kennon Inc
    Filed (acceptance time not in the bulk data set), ingested

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