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Disclosery

Independent Family Office, LLC: IWD position timeline

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

Independent Family Office, LLC held 86,163 IWD shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 86,163 shares
    Change vs previous 13F +1,498 shares

    8.39% of the 13F portfolio, value $20,888,496.

    13F-HR 0001951757-26-001227 filed by Independent Family Office, 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 84,665 shares
    Change vs previous 13F -2,246 shares

    7.44% of the 13F portfolio, value $18,090,371.

    13F-HR 0001951757-26-000873 filed by Independent Family Office, 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 86,911 shares
    Change vs previous 13F 0 shares

    7.63% of the 13F portfolio, value $18,280,860.

    13F-HR 0001951757-26-000462 filed by Independent Family Office, 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 86,911 shares
    Change vs previous 13F -365 shares

    7.49% of the 13F portfolio, value $17,694,210.

    13F-HR 0001951757-25-001422 filed by Independent Family Office, 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 87,276 shares
    Change vs previous 13F +1,212 shares

    7.86% of the 13F portfolio, value $16,951,617.

    13F-HR 0001951757-25-001072 filed by Independent Family Office, 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 86,064 shares
    Change vs previous 13F +788 shares

    8.52% of the 13F portfolio, value $16,193,802.

    13F-HR 0001951757-25-000549 filed by Independent Family Office, 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 85,276 shares
    Change vs previous 13F +3,250 shares

    8.2% of the 13F portfolio, value $15,787,146.

    13F-HR 0001951757-25-000227 filed by Independent Family Office, 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 82,026 shares
    Change vs previous 13F not available

    7.81% of the 13F portfolio, value $15,568,535.

    13F-HR 0001951757-24-001205 filed by Independent Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

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