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Hillcrest Wealth Advisors - NY, LLC: IWD position timeline

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

Hillcrest Wealth Advisors - NY, LLC held 23,738 IWD shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,738 shares
    Change vs previous 13F -375 shares

    2.06% of the 13F portfolio, value $5,754,803.

    13F-HR 0001214659-26-008732 filed by Hillcrest Wealth Advisors - NY, 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 24,113 shares
    Change vs previous 13F -125 shares

    2.09% of the 13F portfolio, value $5,152,225.

    13F-HR 0001214659-26-005142 filed by Hillcrest Wealth Advisors - NY, 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 24,238 shares
    Change vs previous 13F -1,080 shares

    2.19% of the 13F portfolio, value $5,098,221.

    13F-HR 0001214659-26-000335 filed by Hillcrest Wealth Advisors - NY, 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 25,318 shares
    Change vs previous 13F -400 shares

    2.32% of the 13F portfolio, value $5,154,492.

    13F-HR 0001214659-25-015074 filed by Hillcrest Wealth Advisors - NY, 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 25,718 shares
    Change vs previous 13F -300 shares

    2.35% of the 13F portfolio, value $4,995,207.

    13F-HR 0001214659-25-010741 filed by Hillcrest Wealth Advisors - NY, 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 26,018 shares
    Change vs previous 13F -200 shares

    2.42% of the 13F portfolio, value $4,895,547.

    13F-HR 0001214659-25-006208 filed by Hillcrest Wealth Advisors - NY, 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 26,218 shares
    Change vs previous 13F -450 shares

    2.31% of the 13F portfolio, value $4,853,738.

    13F-HR 0001214659-25-000974 filed by Hillcrest Wealth Advisors - NY, 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 26,668 shares
    Change vs previous 13F not available

    2.53% of the 13F portfolio, value $5,061,586.

    13F-HR 0001214659-24-017621 filed by Hillcrest Wealth Advisors - NY, LLC
    Filed (acceptance time not in the bulk data set), ingested

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