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Disclosery

Intrua Financial, LLC: IWD position timeline

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

Intrua Financial, LLC held 16,367 IWD shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,367 shares
    Change vs previous 13F +6,003 shares

    0.38% of the 13F portfolio, value $3,967,806.

    13F-HR 0001812792-26-000009 filed by Intrua Financial, 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 10,364 shares
    Change vs previous 13F +2,802 shares

    0.24% of the 13F portfolio, value $2,214,384.

    13F-HR 0001812792-26-000008 filed by Intrua Financial, 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 7,562 shares
    Change vs previous 13F +1,533 shares

    0.17% of the 13F portfolio, value $1,590,668.

    13F-HR 0001812792-26-000002 filed by Intrua Financial, 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 6,029 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,227,367.

    13F-HR 0001812792-25-000002 filed by Intrua Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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