FIDUCIARY FAMILY OFFICE, LLC: IWD position timeline

FIDUCIARY FAMILY OFFICE, LLC held 8,920 IWD shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 8,920 shares

   Change vs previous 13F -1,460 shares

   0.54% of the 13F portfolio, value $2,162,645.

   13F-HR 0001172661-26-003069 filed by FIDUCIARY FAMILY OFFICE, LLC
   Filed 2026-08-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 10,380 shares

   Change vs previous 13F -757 shares

   0.63% of the 13F portfolio, value $2,217,895.

   13F-HR 0001172661-26-001820 filed by FIDUCIARY FAMILY OFFICE, LLC
   Filed 2026-05-14 (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 11,137 shares

   Change vs previous 13F -3,174 shares

   0.67% of the 13F portfolio, value $2,342,454.

   13F-HR 0001172661-26-000576 filed by FIDUCIARY FAMILY OFFICE, LLC
   Filed 2026-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 14,311 shares

   Change vs previous 13F +2,537 shares

   0.83% of the 13F portfolio, value $2,913,521.

   13F-HR 0001172661-25-004471 filed by FIDUCIARY FAMILY OFFICE, LLC
   Filed 2025-10-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 11,774 shares

   Change vs previous 13F not available

   0.75% of the 13F portfolio, value $2,286,864.

   13F-HR 0001172661-25-002801 filed by FIDUCIARY FAMILY OFFICE, LLC
   Filed 2025-07-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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