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Disclosery

EdgeRock Capital LLC: IWD position timeline

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

EdgeRock Capital LLC held 1,476 IWD shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,476 shares
    Change vs previous 13F -942 shares

    0.08% of the 13F portfolio, value $357,827.

    13F-HR 0001908378-26-000004 filed by EdgeRock Capital 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 2,418 shares
    Change vs previous 13F +909 shares

    0.14% of the 13F portfolio, value $516,654.

    13F-HR 0001908378-26-000003 filed by EdgeRock Capital 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 1,509 shares
    Change vs previous 13F -19 shares

    0.08% of the 13F portfolio, value $317,403.

    13F-HR 0001908378-26-000001 filed by EdgeRock Capital 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 1,528 shares
    Change vs previous 13F +68 shares

    0.09% of the 13F portfolio, value $311,086.

    13F-HR 0001908378-25-000008 filed by EdgeRock Capital 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 1,460 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $283,575.

    13F-HR 0001908378-25-000003 filed by EdgeRock Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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