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First Horizon Advisors, Inc.: IWD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of First Horizon Advisors, Inc. on IWD, newest first. How the timeline and the estimate are built.

First Horizon Advisors, Inc. held 192,871 IWD shares at 2025-06-30 per its 13F-HR filed 2025-08-06.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 192,871 shares
    Change vs previous 13F -4,261 shares

    0.97% of the 13F portfolio, value $37,461,449.

    13F-HR 0001588539-25-000003 filed by First Horizon Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 197,132 shares
    Change vs previous 13F -2,364 shares

    1.04% of the 13F portfolio, value $37,092,432.

    13F-HR 0001588539-25-000002 filed by First Horizon Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 199,496 shares
    Change vs previous 13F +2,220 shares

    1.03% of the 13F portfolio, value $36,932,944.

    13F-HR 0001588539-25-000001 filed by First Horizon Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 197,276 shares
    Change vs previous 13F -2,325 shares

    1.04% of the 13F portfolio, value $37,443,232.

    13F-HR 0000036966-24-000096 filed by First Horizon Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 199,601 shares
    Change vs previous 13F -6,260 shares

    1.06% of the 13F portfolio, value $34,824,610.

    13F-HR 0000036966-24-000075 filed by First Horizon Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 205,861 shares
    Change vs previous 13F -12,156 shares

    1.14% of the 13F portfolio, value $36,871,966.

    13F-HR 0001588539-24-000002 filed by First Horizon Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 218,017 shares
    Change vs previous 13F -5,283 shares

    1.19% of the 13F portfolio, value $36,027,348.

    13F-HR 0001588539-24-000001 filed by First Horizon Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 223,300 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $33,901,635.

    13F-HR 0001588539-23-000003 filed by First Horizon Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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