GOLDEN ROAD ADVISORS LLC: IWD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GOLDEN ROAD ADVISORS LLC on IWD, newest first. How the timeline and the estimate are built.
GOLDEN ROAD ADVISORS LLC held 4,154 IWD shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 4,154 sharesChange vs previous 13F -94 shares
0.49% of the 13F portfolio, value $1,007,054.
13F-HR 0001951757-26-001153 filed by GOLDEN ROAD ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,248 sharesChange vs previous 13F -149 shares
0.52% of the 13F portfolio, value $907,670.
13F-HR 0001951757-26-000755 filed by GOLDEN ROAD ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 4,397 sharesChange vs previous 13F +229 shares
0.53% of the 13F portfolio, value $924,865.
13F-HR 0001951757-26-000333 filed by GOLDEN ROAD ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,168 sharesChange vs previous 13F +31 shares
0.49% of the 13F portfolio, value $848,563.
13F-HR 0001951757-25-001325 filed by GOLDEN ROAD ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,137 sharesChange vs previous 13F +54 shares
0.53% of the 13F portfolio, value $803,530.
13F-HR 0001951757-25-001016 filed by GOLDEN ROAD ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,083 sharesChange vs previous 13F +12 shares
0.6% of the 13F portfolio, value $768,257.
13F-HR 0001951757-25-000381 filed by GOLDEN ROAD ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 4,071 sharesChange vs previous 13F +35 shares
0.57% of the 13F portfolio, value $753,664.
13F-HR 0001951757-25-000143 filed by GOLDEN ROAD ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 4,036 sharesChange vs previous 13F not available
0.6% of the 13F portfolio, value $766,033.
13F-HR 0001951757-24-001133 filed by GOLDEN ROAD ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).