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Disclosery

Evanson Asset Management, LLC: IWD position timeline

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

Evanson Asset Management, LLC held 13,958 IWD shares at 2026-03-31 per its 13F-HR filed 2026-04-08.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 13,958 shares
    Change vs previous 13F -275 shares

    0.16% of the 13F portfolio, value $2,982,511.

    13F-HR 0001626379-26-000002 filed by Evanson Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 14,233 shares
    Change vs previous 13F -96 shares

    0.16% of the 13F portfolio, value $2,993,738.

    13F-HR 0001626379-26-000001 filed by Evanson Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 14,329 shares
    Change vs previous 13F +1 shares

    0.16% of the 13F portfolio, value $2,917,229.

    13F-HR 0001085146-25-005927 filed by Evanson Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 14,328 shares
    Change vs previous 13F -5 shares

    0.17% of the 13F portfolio, value $2,782,949.

    13F-HR 0001085146-25-003862 filed by Evanson Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 14,333 shares
    Change vs previous 13F +839 shares

    0.19% of the 13F portfolio, value $2,696,952.

    13F-HR 0001085146-25-002223 filed by Evanson Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 13,494 shares
    Change vs previous 13F -832 shares

    0.17% of the 13F portfolio, value $2,498,053.

    13F-HR 0001085146-25-000238 filed by Evanson Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 14,326 shares
    Change vs previous 13F +1 shares

    0.19% of the 13F portfolio, value $2,718,986.

    13F-HR 0001085146-24-004669 filed by Evanson Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 14,325 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $2,499,203.

    13F-HR 0001085146-24-002926 filed by Evanson Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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