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Higgins & Schmidt Wealth Strategies LLC: IWD position timeline

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

Higgins & Schmidt Wealth Strategies LLC held 5,216 IWD shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,216 shares
    Change vs previous 13F -53 shares

    0.52% of the 13F portfolio, value $1,264,515.

    13F-HR 0001941260-26-000003 filed by Higgins & Schmidt Wealth Strategies 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 5,269 shares
    Change vs previous 13F +603 shares

    0.51% of the 13F portfolio, value $1,125,827.

    13F-HR 0001941260-26-000002 filed by Higgins & Schmidt Wealth Strategies 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 4,666 shares
    Change vs previous 13F -20 shares

    0.46% of the 13F portfolio, value $981,446.

    13F-HR 0001941260-26-000001 filed by Higgins & Schmidt Wealth Strategies 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 4,686 shares
    Change vs previous 13F -55 shares

    0.48% of the 13F portfolio, value $954,023.

    13F-HR 0001941260-25-000011 filed by Higgins & Schmidt Wealth Strategies 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 4,741 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $920,844.

    13F-HR 0001941260-25-000008 filed by Higgins & Schmidt Wealth Strategies LLC
    Filed (acceptance time not in the bulk data set), ingested

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