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Disclosery

FC Advisory LLC: IWD position timeline

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

FC Advisory LLC held 19,106 IWD shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 19,106 shares
    Change vs previous 13F -350 shares

    1.24% of the 13F portfolio, value $4,736,919.

    13F-HR 0001683754-26-000005 filed by FC Advisory LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 19,456 shares
    Change vs previous 13F -1,006 shares

    1.25% of the 13F portfolio, value $4,716,818.

    13F-HR 0001683754-26-000003 filed by FC Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 20,462 shares
    Change vs previous 13F -658 shares

    1.28% of the 13F portfolio, value $4,372,076.

    13F-HR 0001683754-26-000002 filed by FC Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 21,120 shares
    Change vs previous 13F -802 shares

    1.28% of the 13F portfolio, value $4,442,469.

    13F-HR 0001683754-26-000001 filed by FC Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 21,922 shares
    Change vs previous 13F -67 shares

    1.31% of the 13F portfolio, value $4,463,183.

    13F-HR 0001683754-25-000007 filed by FC Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 21,989 shares
    Change vs previous 13F -46 shares

    1.32% of the 13F portfolio, value $4,270,999.

    13F-HR 0001683754-25-000005 filed by FC Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 22,035 shares
    Change vs previous 13F -15 shares

    1.4% of the 13F portfolio, value $4,146,099.

    13F-HR 0001683754-25-000002 filed by FC Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 22,050 shares
    Change vs previous 13F not available

    1.37% of the 13F portfolio, value $4,082,044.

    13F-HR 0001683754-25-000001 filed by FC Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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