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Disclosery

INVESTED ADVISORS: IWD position timeline

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

INVESTED ADVISORS held 12,618 IWD shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,618 shares
    Change vs previous 13F -387 shares

    2.71% of the 13F portfolio, value $3,058,982.

    13F-HR 0002090165-26-000003 filed by INVESTED ADVISORS
    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 13,005 shares
    Change vs previous 13F -1,929 shares

    2.81% of the 13F portfolio, value $2,778,778.

    13F-HR 0002090165-26-000002 filed by INVESTED ADVISORS
    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 14,934 shares
    Change vs previous 13F +5,015 shares

    3.25% of the 13F portfolio, value $3,141,218.

    13F-HR 0002090165-26-000001 filed by INVESTED ADVISORS
    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 9,919 shares
    Change vs previous 13F not available

    2.69% of the 13F portfolio, value $1,847,215.

    13F-HR 0002090165-25-000001 filed by INVESTED ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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