Intentional Wealth Strategies, LLC: TDI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Intentional Wealth Strategies, LLC on TDI, newest first. How the timeline and the estimate are built.

Intentional Wealth Strategies, LLC held 153,508 TDI shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

period ended2026-06-30
13F 153,508 shares
Change vs previous 13F +153,021 shares
6.47% of the 13F portfolio, value $6,896,163.
13F-HR 0001754960-26-000652 filed by Intentional Wealth Strategies, LLC
Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 487 shares
Change vs previous 13F not available
0.02% of the 13F portfolio, value $20,083.
13F-HR 0001754960-26-000364 filed by Intentional Wealth Strategies, LLC
Filed 2026-05-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).