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Disclosery

Fairway Wealth LLC: IWD position timeline

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

Fairway Wealth LLC held 1,782 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 1,782 shares
    Change vs previous 13F +37 shares

    0.1% of the 13F portfolio, value $432,010.

    13F-HR 0002019393-26-000003 filed by Fairway Wealth 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 1,745 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $372,854.

    13F-HR 0002019393-26-000002 filed by Fairway Wealth 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 1,745 shares
    Change vs previous 13F -32 shares

    0.1% of the 13F portfolio, value $367,043.

    13F-HR 0002019393-26-000001 filed by Fairway Wealth 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 1,777 shares
    Change vs previous 13F +19 shares

    0.1% of the 13F portfolio, value $361,779.

    13F-HR 0002019393-25-000007 filed by Fairway Wealth 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 1,758 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $341,456.

    13F-HR 0002019393-25-000003 filed by Fairway Wealth LLC
    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 1,758 shares
    Change vs previous 13F +13 shares

    0.12% of the 13F portfolio, value $330,785.

    13F-HR 0002019393-25-000002 filed by Fairway Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 1,745 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $323,052.

    13F-HR 0002019393-25-000001 filed by Fairway Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 1,745 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $331,201.

    13F-HR 0002019393-24-000005 filed by Fairway Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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