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Disclosery

DT Investment Partners, LLC: IWD position timeline

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

DT Investment Partners, LLC held 35,063 IWD shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,063 shares
    Change vs previous 13F 0 shares

    0.63% of the 13F portfolio, value $8,500,324.

    13F-HR 0001537621-26-000007 filed by DT Investment Partners, 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 35,063 shares
    Change vs previous 13F +13,883 shares

    0.62% of the 13F portfolio, value $7,491,912.

    13F-HR 0001537621-26-000005 filed by DT Investment Partners, 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 21,180 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $4,455,002.

    13F-HR 0001537621-26-000002 filed by DT Investment Partners, 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 21,180 shares
    Change vs previous 13F -836 shares

    0.36% of the 13F portfolio, value $4,312,037.

    13F-HR 0001193125-25-245791 filed by DT Investment Partners, 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 22,016 shares
    Change vs previous 13F -43,608 shares

    0.38% of the 13F portfolio, value $4,276,169.

    13F-HR 0000950123-25-006516 filed by DT Investment Partners, 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 65,624 shares
    Change vs previous 13F +42,368 shares

    1.19% of the 13F portfolio, value $12,347,813.

    13F-HR 0000950123-25-003822 filed by DT Investment Partners, 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 23,256 shares
    Change vs previous 13F -4,272 shares

    0.36% of the 13F portfolio, value $4,305,384.

    13F-HR 0000950123-25-000719 filed by DT Investment Partners, 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 27,528 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $5,224,815.

    13F-HR 0000950123-24-009833 filed by DT Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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