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Disclosery

Finley Financial, LLC: IWD position timeline

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

Finley Financial, LLC held 33,346 IWD shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,346 shares
    Change vs previous 13F -1,945 shares

    3.25% of the 13F portfolio, value $8,084,071.

    13F-HR 0002047823-26-000003 filed by Finley Financial, 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 35,291 shares
    Change vs previous 13F -590 shares

    3.53% of the 13F portfolio, value $7,540,628.

    13F-HR 0002047823-26-000002 filed by Finley Financial, 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 35,881 shares
    Change vs previous 13F -100 shares

    3.46% of the 13F portfolio, value $7,547,210.

    13F-HR 0002047823-26-000001 filed by Finley Financial, 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 35,981 shares
    Change vs previous 13F -350 shares

    3.39% of the 13F portfolio, value $7,325,372.

    13F-HR 0002047823-25-000006 filed by Finley Financial, 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 36,331 shares
    Change vs previous 13F +324 shares

    3.55% of the 13F portfolio, value $7,056,570.

    13F-HR 0002047823-25-000005 filed by Finley Financial, 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 36,007 shares
    Change vs previous 13F -1,905 shares

    3.65% of the 13F portfolio, value $6,555,794.

    13F-HR 0002047823-25-000002 filed by Finley Financial, 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 37,912 shares
    Change vs previous 13F not available

    3.73% of the 13F portfolio, value $7,163,852.

    13F-HR 0002047823-25-000001 filed by Finley Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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