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FORTE ASSET MANAGEMENT LLC: IWD position timeline

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

FORTE ASSET MANAGEMENT LLC held 27,597 IWD shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,597 shares
    Change vs previous 13F +131 shares

    2.73% of the 13F portfolio, value $6,690,304.

    13F-HR 0001927129-26-000003 filed by FORTE 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 27,466 shares
    Change vs previous 13F -389 shares

    2.58% of the 13F portfolio, value $5,868,592.

    13F-HR 0001927129-26-000002 filed by FORTE 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 27,855 shares
    Change vs previous 13F +1,063 shares

    2.66% of the 13F portfolio, value $5,859,096.

    13F-HR 0001927129-26-000001 filed by FORTE 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 26,792 shares
    Change vs previous 13F -782 shares

    2.63% of the 13F portfolio, value $5,454,615.

    13F-HR 0001927129-25-000005 filed by FORTE 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 27,574 shares
    Change vs previous 13F +2,117 shares

    2.73% of the 13F portfolio, value $5,355,692.

    13F-HR 0001927129-25-000004 filed by FORTE 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 25,457 shares
    Change vs previous 13F +1,553 shares

    2.41% of the 13F portfolio, value $4,789,949.

    13F-HR 0001927129-25-000002 filed by FORTE 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 23,904 shares
    Change vs previous 13F -161 shares

    2.35% of the 13F portfolio, value $4,425,281.

    13F-HR 0001927129-25-000001 filed by FORTE 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 24,065 shares
    Change vs previous 13F not available

    2.44% of the 13F portfolio, value $4,567,627.

    13F-HR 0001927129-24-000005 filed by FORTE ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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