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Disclosery

Hirtle & Co., LLC: IWD position timeline

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

Hirtle & Co., LLC held 35,009 IWD shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,009 shares
    Change vs previous 13F -39,807 shares

    0.28% of the 13F portfolio, value $8,487,232.

    13F-HR 0001104659-26-096680 filed by Hirtle & Co., 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 74,816 shares
    Change vs previous 13F -6,001 shares

    0.55% of the 13F portfolio, value $15,985,935.

    13F-HR 0001104659-26-059984 filed by Hirtle & Co., 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 80,817 shares
    Change vs previous 13F -1,535 shares

    0.58% of the 13F portfolio, value $16,999,048.

    13F-HR 0001104659-26-010242 filed by Hirtle & Co., 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 82,352 shares
    Change vs previous 13F -122 shares

    0.59% of the 13F portfolio, value $16,766,044.

    13F-HR 0001104659-25-111019 filed by Hirtle & Co., 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 82,474 shares
    Change vs previous 13F -145 shares

    0.61% of the 13F portfolio, value $16,018,925.

    13F-HR 0001104659-25-078072 filed by Hirtle & Co., 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 82,619 shares
    Change vs previous 13F -591 shares

    0.61% of the 13F portfolio, value $15,545,591.

    13F-HR 0001104659-25-047065 filed by Hirtle & Co., 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 83,210 shares
    Change vs previous 13F -350 shares

    0.65% of the 13F portfolio, value $15,404,667.

    13F-HR 0001104659-25-011459 filed by Hirtle & Co., 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 83,560 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $15,859,688.

    13F-HR 0001104659-24-117382 filed by Hirtle & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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