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GENESIS PRIVATE WEALTH, LLC: IWD position timeline

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

GENESIS PRIVATE WEALTH, LLC held 63,143 IWD shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 63,143 shares
    Change vs previous 13F +1,564 shares

    4.3% of the 13F portfolio, value $15,307,709.

    13F-HR 0001725547-26-000225 filed by GENESIS PRIVATE WEALTH, 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 61,579 shares
    Change vs previous 13F -5,207 shares

    4.14% of the 13F portfolio, value $13,157,509.

    13F-HR 0001725547-26-000131 filed by GENESIS PRIVATE WEALTH, 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 66,786 shares
    Change vs previous 13F +5,526 shares

    4.36% of the 13F portfolio, value $14,047,832.

    13F-HR 0001725547-26-000004 filed by GENESIS PRIVATE WEALTH, 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 61,260 shares
    Change vs previous 13F +1,040 shares

    5.24% of the 13F portfolio, value $12,471,898.

    13F-HR 0001725547-25-004097 filed by GENESIS PRIVATE WEALTH, 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 60,220 shares
    Change vs previous 13F +96 shares

    5.51% of the 13F portfolio, value $11,696,625.

    13F-HR 0001725547-25-003451 filed by GENESIS PRIVATE WEALTH, 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 60,124 shares
    Change vs previous 13F -812 shares

    6% of the 13F portfolio, value $11,312,865.

    13F-HR 0001725547-25-001448 filed by GENESIS PRIVATE WEALTH, 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 60,936 shares
    Change vs previous 13F not available

    6.22% of the 13F portfolio, value $11,281,111.

    13F-HR 0001725547-25-000136 filed by GENESIS PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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