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Disclosery

Horan Securities, Inc.: IWD position timeline

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

Horan Securities, Inc. held 3,533 IWD shares at 2025-06-30 per its 13F-HR filed 2025-08-06.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 3,533 shares
    Change vs previous 13F +14 shares

    0.24% of the 13F portfolio, value $686,299.

    13F-HR 0001671623-25-000003 filed by Horan Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 3,519 shares
    Change vs previous 13F -2 shares

    0.25% of the 13F portfolio, value $662,206.

    13F-HR 0001671623-25-000002 filed by Horan Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 3,521 shares
    Change vs previous 13F -14 shares

    0.25% of the 13F portfolio, value $651,817.

    13F-HR 0001671623-25-000001 filed by Horan Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 3,535 shares
    Change vs previous 13F -176 shares

    0.26% of the 13F portfolio, value $670,853.

    13F-HR 0001671623-24-000006 filed by Horan Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 3,711 shares
    Change vs previous 13F +74 shares

    0.28% of the 13F portfolio, value $647,511.

    13F-HR 0001671623-24-000004 filed by Horan Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 3,637 shares
    Change vs previous 13F -598 shares

    0.31% of the 13F portfolio, value $651,411.

    13F-HR 0001671623-24-000003 filed by Horan Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 4,235 shares
    Change vs previous 13F -2,669 shares

    0.35% of the 13F portfolio, value $699,807.

    13F-HR 0001671623-24-000001 filed by Horan Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 6,904 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $1,048,110.

    13F-HR 0001671623-23-000004 filed by Horan Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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