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Foundation Wealth Management, LLC\PA: IWD position timeline

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

Foundation Wealth Management, LLC\PA held 18,389 IWD shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,389 shares
    Change vs previous 13F -202 shares

    1.35% of the 13F portfolio, value $4,458,065.

    13F-HR 0001754960-26-000577 filed by Foundation Wealth Management, LLC\PA
    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 18,591 shares
    Change vs previous 13F -94 shares

    1.4% of the 13F portfolio, value $3,972,429.

    13F-HR 0001754960-26-000300 filed by Foundation Wealth Management, LLC\PA
    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 18,685 shares
    Change vs previous 13F -126 shares

    1.43% of the 13F portfolio, value $3,930,240.

    13F-HR 0001754960-26-000072 filed by Foundation Wealth Management, LLC\PA
    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 18,811 shares
    Change vs previous 13F -281 shares

    1.48% of the 13F portfolio, value $3,829,753.

    13F-HR 0001754960-25-000699 filed by Foundation Wealth Management, LLC\PA
    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 19,092 shares
    Change vs previous 13F +157 shares

    1.6% of the 13F portfolio, value $3,708,314.

    13F-HR 0001754960-25-000557 filed by Foundation Wealth Management, LLC\PA
    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 18,935 shares
    Change vs previous 13F -373 shares

    1.7% of the 13F portfolio, value $3,562,756.

    13F-HR 0001085146-25-002255 filed by Foundation Wealth Management, LLC\PA
    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 19,308 shares
    Change vs previous 13F not available

    1.73% of the 13F portfolio, value $3,574,525.

    13F-HR 0001085146-25-001032 filed by Foundation Wealth Management, LLC\PA
    Filed (acceptance time not in the bulk data set), ingested

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