Elm Partners Management LLC: IWD position timeline

Elm Partners Management LLC held 1,698 IWD shares at 2026-06-30 per its 13F-HR/A filed 2026-10-07.

the latest 13F is the newest step

1. period ended2026-06-30

   13F/A 1,698 shares

   Change vs previous 13F -87 shares

   0.01% of the 13F portfolio, value $411,747.

   13F-HR/A 0001172661-26-004422 filed by Elm Partners Management LLC
   Accepted 2026-10-07 16:31:02 UTC, ingested 2026-10-07 16:31:30 UTC

2. period ended2026-03-31

   13F 1,785 shares

   Change vs previous 13F +3 shares

   0.02% of the 13F portfolio, value $373,894.

   13F-HR 0001172661-26-001760 filed by Elm Partners Management LLC
   Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F/A 1,782 shares

   Change vs previous 13F +3 shares

   0.01% of the 13F portfolio, value $375,008.

   13F-HR/A 0001172661-26-004421 filed by Elm Partners Management LLC
   Accepted 2026-10-07 16:30:07 UTC, ingested 2026-10-07 16:30:30 UTC

4. period ended2025-09-30

   13F/A 1,779 shares

   Change vs previous 13F +649 shares

   0.01% of the 13F portfolio, value $362,331.

   13F-HR/A 0001172661-26-004420 filed by Elm Partners Management LLC
   Accepted 2026-10-07 16:29:10 UTC, ingested 2026-10-07 16:30:30 UTC

5. period ended2025-06-30

   13F/A 1,130 shares

   Change vs previous 13F -453 shares

   0.01% of the 13F portfolio, value $219,480.

   13F-HR/A 0001172661-26-004419 filed by Elm Partners Management LLC
   Accepted 2026-10-07 16:28:10 UTC, ingested 2026-10-07 16:29:30 UTC

6. period ended2025-03-31

   13F/A 1,583 shares

   Change vs previous 13F -2 shares

   0.02% of the 13F portfolio, value $297,857.

   13F-HR/A 0001172661-26-004417 filed by Elm Partners Management LLC
   Accepted 2026-10-07 16:03:14 UTC, ingested 2026-10-07 16:04:30 UTC

7. period ended2024-12-31

   13F 1,585 shares

   Change vs previous 13F -40 shares

   0.02% of the 13F portfolio, value $293,431.

   13F-HR 0001172661-25-000783 filed by Elm Partners Management LLC
   Filed 2025-02-13 (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).

8. period ended2024-09-30

   13F 1,625 shares

   Change vs previous 13F not available

   0.02% of the 13F portfolio, value $308,425.

   13F-HR 0001172661-24-004511 filed by Elm Partners Management LLC
   Filed 2024-11-07 (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).