Dechtman Wealth Management, LLC: IWD position timeline

Dechtman Wealth Management, LLC held 2,845 IWD shares at 2024-12-31 per its 13F-HR filed 2025-02-12.

the latest 13F is the newest step

1. period ended2024-12-31

   13F 2,845 shares

   Change vs previous 13F +15 shares

   0.1% of the 13F portfolio, value $526,607.

   13F-HR 0001992316-25-000001 filed by Dechtman Wealth Management, LLC
   Filed 2025-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

2. period ended2024-09-30

   13F 2,830 shares

   Change vs previous 13F -32 shares

   0.11% of the 13F portfolio, value $537,046.

   13F-HR 0001992316-24-000007 filed by Dechtman Wealth Management, LLC
   Filed 2024-10-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

3. period ended2024-06-30

   13F 2,862 shares

   Change vs previous 13F -22 shares

   0.11% of the 13F portfolio, value $499,311.

   13F-HR 0001992316-24-000004 filed by Dechtman Wealth Management, LLC
   Filed 2024-07-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

4. period ended2024-03-31

   13F/A 2,884 shares

   Change vs previous 13F +12 shares

   0.12% of the 13F portfolio, value $516,611.

   13F-HR/A 0001992316-24-000003 filed by Dechtman Wealth Management, LLC
   Filed 2024-04-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

5. period ended2023-12-31

   13F 2,872 shares

   Change vs previous 13F +34 shares

   0.12% of the 13F portfolio, value $474,000.

   13F-HR 0001992316-24-000001 filed by Dechtman Wealth Management, LLC
   Filed 2024-01-19 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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

6. period ended2023-09-30

   13F 2,838 shares

   Change vs previous 13F +70 shares

   0.13% of the 13F portfolio, value $431,000.

   13F-HR 0001992316-23-000004 filed by Dechtman Wealth Management, LLC
   Filed 2023-10-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

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

7. period ended2023-06-30

   13F 2,768 shares

   Change vs previous 13F not available

   0.13% of the 13F portfolio, value $436,796.

   13F-HR 0001992316-23-000003 filed by Dechtman Wealth Management, LLC
   Filed 2023-09-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

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