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FIDUCIENT ADVISORS LLC: IWD position timeline

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

FIDUCIENT ADVISORS LLC held 4,502 IWD shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,502 shares
    Change vs previous 13F -445 shares

    0.16% of the 13F portfolio, value $1,091,373.

    13F-HR 0001172661-26-003177 filed by FIDUCIENT ADVISORS 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 4,947 shares
    Change vs previous 13F -96 shares

    0.14% of the 13F portfolio, value $1,056,920.

    13F-HR 0001172661-26-001640 filed by FIDUCIENT ADVISORS 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 5,043 shares
    Change vs previous 13F -2,086 shares

    0.13% of the 13F portfolio, value $1,060,826.

    13F-HR 0001172661-26-000553 filed by FIDUCIENT ADVISORS 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 7,129 shares
    Change vs previous 13F +532 shares

    0.17% of the 13F portfolio, value $1,451,577.

    13F-HR 0001172661-25-004495 filed by FIDUCIENT ADVISORS 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 6,597 shares
    Change vs previous 13F -50 shares

    0.16% of the 13F portfolio, value $1,281,411.

    13F-HR 0001172661-25-003085 filed by FIDUCIENT ADVISORS 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 6,647 shares
    Change vs previous 13F +676 shares

    0.16% of the 13F portfolio, value $1,250,842.

    13F-HR 0001172661-25-002144 filed by FIDUCIENT ADVISORS 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 5,971 shares
    Change vs previous 13F -493 shares

    0.14% of the 13F portfolio, value $1,105,457.

    13F-HR 0001172661-25-000779 filed by FIDUCIENT ADVISORS 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 6,464 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,226,797.

    13F-HR 0001172661-24-004368 filed by FIDUCIENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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