Skip to content
Disclosery

FourThought Financial Partners, LLC: IWD position timeline

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

FourThought Financial Partners, LLC held 912 IWD shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 912 shares
    Change vs previous 13F -56 shares

    0.02% of the 13F portfolio, value $220,997.

    13F-HR 0001765380-26-000356 filed by FourThought Financial Partners, 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 968 shares
    Change vs previous 13F -270 shares

    0.02% of the 13F portfolio, value $206,878.

    13F-HR 0001765380-26-000183 filed by FourThought Financial Partners, 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 1,238 shares
    Change vs previous 13F -3 shares

    0.02% of the 13F portfolio, value $260,348.

    13F-HR 0001765380-26-000071 filed by FourThought Financial Partners, 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 1,241 shares
    Change vs previous 13F -82 shares

    0.02% of the 13F portfolio, value $252,688.

    13F-HR 0001765380-25-000495 filed by FourThought Financial Partners, 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 1,323 shares
    Change vs previous 13F -90 shares

    0.03% of the 13F portfolio, value $256,895.

    13F-HR 0001765380-25-000355 filed by FourThought Financial Partners, 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 1,413 shares
    Change vs previous 13F +247 shares

    0.03% of the 13F portfolio, value $265,890.

    13F-HR 0001765380-25-000174 filed by FourThought Financial Partners, 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 1,166 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $215,973.

    13F-HR 0001765380-25-000043 filed by FourThought Financial Partners, 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 1,166 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $221,302.

    13F-HR 0001765380-24-000449 filed by FourThought Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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