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Disclosery

InvesTrust: IWD position timeline

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

InvesTrust held 9,584 IWD shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,584 shares
    Change vs previous 13F -5 shares

    0.89% of the 13F portfolio, value $2,323,449.

    13F-HR 0002050848-26-000003 filed by InvesTrust
    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 9,589 shares
    Change vs previous 13F -232 shares

    0.86% of the 13F portfolio, value $2,048,881.

    13F-HR 0002050848-26-000002 filed by InvesTrust
    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 9,821 shares
    Change vs previous 13F +120 shares

    0.8% of the 13F portfolio, value $2,065,749.

    13F-HR 0002050848-26-000001 filed by InvesTrust
    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 9,701 shares
    Change vs previous 13F -630 shares

    0.72% of the 13F portfolio, value $1,975,026.

    13F-HR 0002050848-25-000007 filed by InvesTrust
    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 10,331 shares
    Change vs previous 13F +59 shares

    0.77% of the 13F portfolio, value $2,006,590.

    13F-HR 0002050848-25-000003 filed by InvesTrust
    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 10,272 shares
    Change vs previous 13F -1,139 shares

    0.53% of the 13F portfolio, value $1,932,780.

    13F-HR 0002050848-25-000002 filed by InvesTrust
    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 11,411 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $2,107,041.

    13F-HR 0002050848-25-000001 filed by InvesTrust
    Filed (acceptance time not in the bulk data set), ingested

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