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Disclosery

Embree Financial Group: IWD position timeline

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

Embree Financial Group held 4,273 IWD shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,273 shares
    Change vs previous 13F +9 shares

    0.1% of the 13F portfolio, value $1,035,806.

    13F-HR 0002085853-26-000741 filed by Embree Financial 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 4,264 shares
    Change vs previous 13F -67 shares

    0.11% of the 13F portfolio, value $911,164.

    13F-HR 0002085853-26-000476 filed by Embree Financial 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 4,331 shares
    Change vs previous 13F -517 shares

    0.11% of the 13F portfolio, value $910,948.

    13F-HR 0002085853-26-000033 filed by Embree Financial 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 4,848 shares
    Change vs previous 13F -864 shares

    0.13% of the 13F portfolio, value $986,972.

    13F-HR 0002085853-25-000037 filed by Embree Financial 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 5,712 shares
    Change vs previous 13F +249 shares

    0.17% of the 13F portfolio, value $1,109,482.

    13F-HR 0001667731-25-000842 filed by Embree Financial 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 5,463 shares
    Change vs previous 13F -970 shares

    0.17% of the 13F portfolio, value $1,027,894.

    13F-HR 0001667731-25-000496 filed by Embree Financial 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 6,433 shares
    Change vs previous 13F +86 shares

    0.2% of the 13F portfolio, value $1,190,918.

    13F-HR 0001667731-25-000074 filed by Embree Financial 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 6,347 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,204,593.

    13F-HR 0002020860-24-000004 filed by Embree Financial Group
    Filed (acceptance time not in the bulk data set), ingested

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