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DIXON FNANCIAL SERVICES, INC.: IWD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DIXON FNANCIAL SERVICES, INC. on IWD, newest first. How the timeline and the estimate are built.

DIXON FNANCIAL SERVICES, INC. held 18,930 IWD shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,930 shares
    Change vs previous 13F 0 shares

    1.86% of the 13F portfolio, value $4,589,200.

    13F-HR 0001909993-26-000003 filed by DIXON FNANCIAL SERVICES, 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 18,930 shares
    Change vs previous 13F 0 shares

    1.82% of the 13F portfolio, value $4,044,773.

    13F-HR 0001909993-26-000002 filed by DIXON FNANCIAL SERVICES, 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 18,930 shares
    Change vs previous 13F 0 shares

    1.77% of the 13F portfolio, value $3,981,736.

    13F-HR 0001909993-26-000001 filed by DIXON FNANCIAL SERVICES, 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 18,930 shares
    Change vs previous 13F 0 shares

    1.76% of the 13F portfolio, value $3,853,959.

    13F-HR 0001909993-25-000007 filed by DIXON FNANCIAL SERVICES, 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 18,930 shares
    Change vs previous 13F 0 shares

    1.86% of the 13F portfolio, value $3,676,774.

    13F-HR 0001909993-25-000004 filed by DIXON FNANCIAL SERVICES, 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 18,930 shares
    Change vs previous 13F +5,920 shares

    1.93% of the 13F portfolio, value $3,561,869.

    13F-HR 0001909993-25-000002 filed by DIXON FNANCIAL SERVICES, 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 13,010 shares
    Change vs previous 13F 0 shares

    1.31% of the 13F portfolio, value $2,408,541.

    13F-HR 0001909993-25-000001 filed by DIXON FNANCIAL SERVICES, 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 13,010 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $2,469,298.

    13F-HR 0001909993-24-000005 filed by DIXON FNANCIAL SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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