Skip to content
Disclosery

FINANCIAL DISCOVERY GROUP INC: IWD position timeline

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

FINANCIAL DISCOVERY GROUP INC held 7,154 IWD shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,154 shares
    Change vs previous 13F -295 shares

    3.7% of the 13F portfolio, value $1,734,327.

    13F-HR 0001024431-26-000006 filed by FINANCIAL DISCOVERY GROUP INC
    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 7,449 shares
    Change vs previous 13F not available

    3.72% of the 13F portfolio, value $1,591,644.

    13F-HR 0001024431-26-000005 filed by FINANCIAL DISCOVERY GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

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