Skip to content
Disclosery

Flaharty Asset Management, LLC: IWD position timeline

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

Flaharty Asset Management, LLC held 9,052 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 9,052 shares
    Change vs previous 13F -115,432 shares

    3.2% of the 13F portfolio, value $2,234,143.

    13F-HR 0001420506-26-001202 filed by Flaharty Asset Management, 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 124,484 shares
    Change vs previous 13F -3,698 shares

    3.3% of the 13F portfolio, value $26,598,392.

    13F-HR 0001420506-26-000797 filed by Flaharty Asset Management, 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 128,182 shares
    Change vs previous 13F -93,718 shares

    3.37% of the 13F portfolio, value $26,961,718.

    13F-HR 0001420506-26-000194 filed by Flaharty Asset Management, 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 221,900 shares
    Change vs previous 13F +4,738 shares

    5.74% of the 13F portfolio, value $45,177,662.

    13F-HR 0001420506-25-002978 filed by Flaharty Asset Management, 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/A 217,162 shares
    Change vs previous 13F +10,346 shares

    5.77% of the 13F portfolio, value $42,179,350.

    13F-HR/A 0001420506-25-003061 filed by Flaharty Asset Management, 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 206,816 shares
    Change vs previous 13F -17,536 shares

    5.62% of the 13F portfolio, value $38,914,422.

    13F-HR 0001420506-25-001330 filed by Flaharty Asset Management, 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 224,352 shares
    Change vs previous 13F -5,310 shares

    6.06% of the 13F portfolio, value $41,534,239.

    13F-HR 0001420506-25-000148 filed by Flaharty Asset Management, 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 229,662 shares
    Change vs previous 13F not available

    6.13% of the 13F portfolio, value $43,589,899.

    13F-HR 0001420506-24-002140 filed by Flaharty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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