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Disclosery

Hemington Wealth Management: IWD position timeline

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

Hemington Wealth Management held 5,010 IWD shares at 2025-09-30 per its 13F-HR filed 2025-10-24.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 5,010 shares
    Change vs previous 13F -42 shares

    0.13% of the 13F portfolio, value $1,019,000.

    13F-HR 0001838234-25-000003 filed by Hemington Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 5,052 shares
    Change vs previous 13F -16 shares

    0.14% of the 13F portfolio, value $981,000.

    13F-HR 0001907157-25-000031 filed by Hemington Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 5,068 shares
    Change vs previous 13F -83 shares

    0.15% of the 13F portfolio, value $953,000.

    13F-HR 0001842974-25-000012 filed by Hemington Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 5,151 shares
    Change vs previous 13F +1 shares

    0.24% of the 13F portfolio, value $953,000.

    13F-HR 0001907157-25-000009 filed by Hemington Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 5,150 shares
    Change vs previous 13F +20 shares

    0.26% of the 13F portfolio, value $966,000.

    13F-HR 0001838234-24-000008 filed by Hemington Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 5,130 shares
    Change vs previous 13F -411 shares

    0.3% of the 13F portfolio, value $895,000.

    13F-HR 0001838234-24-000004 filed by Hemington Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 5,541 shares
    Change vs previous 13F +1,454 shares

    0.36% of the 13F portfolio, value $993,000.

    13F-HR 0001792704-24-000006 filed by Hemington Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 4,087 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $675,000.

    13F-HR 0001838234-24-000001 filed by Hemington Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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