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FIDUCIARY FINANCIAL GROUP, LLC: IWD position timeline

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

FIDUCIARY FINANCIAL GROUP, LLC held 16,502 IWD shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 16,502 shares
    Change vs previous 13F -391 shares

    0.48% of the 13F portfolio, value $4,091,341.

    13F-HR 0001754960-26-000845 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 16,893 shares
    Change vs previous 13F -458 shares

    0.46% of the 13F portfolio, value $4,095,370.

    13F-HR 0001754960-26-000471 filed by FIDUCIARY FINANCIAL GROUP, 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 17,351 shares
    Change vs previous 13F -1,566 shares

    0.49% of the 13F portfolio, value $3,707,388.

    13F-HR 0001754960-26-000225 filed by FIDUCIARY FINANCIAL GROUP, 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 18,917 shares
    Change vs previous 13F -235 shares

    0.56% of the 13F portfolio, value $3,979,002.

    13F-HR 0001754960-26-000021 filed by FIDUCIARY FINANCIAL GROUP, 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 19,152 shares
    Change vs previous 13F -618 shares

    0.62% of the 13F portfolio, value $3,899,156.

    13F-HR 0001754960-25-000648 filed by FIDUCIARY FINANCIAL GROUP, 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 19,770 shares
    Change vs previous 13F -463 shares

    0.7% of the 13F portfolio, value $3,875,513.

    13F-HR 0001754960-25-000315 filed by FIDUCIARY FINANCIAL GROUP, 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 20,233 shares
    Change vs previous 13F -359 shares

    0.76% of the 13F portfolio, value $3,509,414.

    13F-HR 0001754960-25-000185 filed by FIDUCIARY FINANCIAL GROUP, 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 20,592 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $3,780,073.

    13F-HR 0001754960-25-000008 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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