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Disclosery

Ellenbecker Investment Group: IWD position timeline

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

Ellenbecker Investment Group held 155,500 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 155,500 shares
    Change vs previous 13F +8,763 shares

    4.38% of the 13F portfolio, value $37,698,091.

    13F-HR 0001731497-26-000005 filed by Ellenbecker Investment Group
    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 146,737 shares
    Change vs previous 13F +12,375 shares

    4.22% of the 13F portfolio, value $31,353,341.

    13F-HR 0001731497-26-000002 filed by Ellenbecker Investment Group
    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 134,362 shares
    Change vs previous 13F +7,119 shares

    3.95% of the 13F portfolio, value $28,261,835.

    13F-HR 0001731497-26-000001 filed by Ellenbecker Investment Group
    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 127,243 shares
    Change vs previous 13F +8,834 shares

    3.82% of the 13F portfolio, value $25,905,487.

    13F-HR 0001731497-25-000007 filed by Ellenbecker Investment Group
    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 118,409 shares
    Change vs previous 13F +16,054 shares

    3.72% of the 13F portfolio, value $22,998,656.

    13F-HR 0001731497-25-000004 filed by Ellenbecker Investment Group
    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 102,355 shares
    Change vs previous 13F +32,608 shares

    3.46% of the 13F portfolio, value $19,259,301.

    13F-HR 0001731497-25-000003 filed by Ellenbecker Investment Group
    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 69,747 shares
    Change vs previous 13F +38,988 shares

    2.31% of the 13F portfolio, value $12,912,366.

    13F-HR 0001731497-25-000001 filed by Ellenbecker Investment Group
    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 30,759 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $5,838,223.

    13F-HR 0001731497-24-000006 filed by Ellenbecker Investment Group
    Filed (acceptance time not in the bulk data set), ingested

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