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Disclosery

Janney Capital Management LLC: IWD position timeline

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

Janney Capital Management LLC held 13,609 IWD shares at 2025-12-31 per its 13F-HR filed 2026-02-11.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 13,609 shares
    Change vs previous 13F +8,409 shares

    0.18% of the 13F portfolio, value $2,863,000.

    13F-HR 0001569855-26-000001 filed by Janney Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 5,200 shares
    Change vs previous 13F -100 shares

    0.07% of the 13F portfolio, value $1,059,000.

    13F-HR 0001569855-25-000003 filed by Janney Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 5,300 shares
    Change vs previous 13F -780 shares

    0.07% of the 13F portfolio, value $1,029,000.

    13F-HR 0001329948-25-000009 filed by Janney Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 6,080 shares
    Change vs previous 13F -4,389 shares

    0.08% of the 13F portfolio, value $1,144,000.

    13F-HR 0001329948-25-000005 filed by Janney Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 10,469 shares
    Change vs previous 13F +10,469 shares

    0.13% of the 13F portfolio, value $1,938,000.

    13F-HR 0001329948-25-000002 filed by Janney Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0001329948-24-000009 filed by Janney Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.