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Disclosery

Hoese & Co LLP: IWD position timeline

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

Hoese & Co LLP held 2,887 IWD shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,887 shares
    Change vs previous 13F -2,076 shares

    0.45% of the 13F portfolio, value $699,893.

    13F-HR 0001840268-26-000009 filed by Hoese & Co LLP
    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 4,963 shares
    Change vs previous 13F 0 shares

    0.79% of the 13F portfolio, value $1,060,441.

    13F-HR 0001840268-26-000005 filed by Hoese & Co LLP
    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 4,963 shares
    Change vs previous 13F 0 shares

    0.74% of the 13F portfolio, value $1,043,915.

    13F-HR 0001840268-26-000004 filed by Hoese & Co LLP
    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 4,963 shares
    Change vs previous 13F -100 shares

    0.77% of the 13F portfolio, value $1,010,414.

    13F-HR 0001840268-25-000017 filed by Hoese & Co LLP
    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 5,063 shares
    Change vs previous 13F -160 shares

    0.79% of the 13F portfolio, value $983,384.

    13F-HR 0001840268-25-000014 filed by Hoese & Co LLP
    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 5,223 shares
    Change vs previous 13F 0 shares

    0.85% of the 13F portfolio, value $982,755.

    13F-HR 0001840268-25-000006 filed by Hoese & Co LLP
    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 5,223 shares
    Change vs previous 13F -1 shares

    0.84% of the 13F portfolio, value $966,933.

    13F-HR 0001840268-25-000001 filed by Hoese & Co LLP
    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 5,224 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $991,513.

    13F-HR 0001840268-24-000006 filed by Hoese & Co LLP
    Filed (acceptance time not in the bulk data set), ingested

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