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Disclosery

Jentner Corp: IWD position timeline

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

Jentner Corp held 2,158 IWD shares at 2025-06-30 per its 13F-HR filed 2025-07-16.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 2,158 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $419,148.

    13F-HR 0001172661-25-002627 filed by Jentner Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 2,158 shares
    Change vs previous 13F -26 shares

    0.12% of the 13F portfolio, value $406,049.

    13F-HR 0001172661-25-002024 filed by Jentner Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 2,184 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $404,324.

    13F-HR 0001172661-25-001023 filed by Jentner Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 2,184 shares
    Change vs previous 13F -97 shares

    0.13% of the 13F portfolio, value $414,523.

    13F-HR 0001172661-24-004883 filed by Jentner Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 2,281 shares
    Change vs previous 13F -3 shares

    0.13% of the 13F portfolio, value $397,966.

    13F-HR 0001172661-24-003476 filed by Jentner Corp
    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 2,284 shares
    Change vs previous 13F -100 shares

    0.14% of the 13F portfolio, value $409,087.

    13F-HR 0001172661-24-002378 filed by Jentner Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 2,384 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $393,956.

    13F-HR 0001172661-24-001564 filed by Jentner Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 2,384 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $361,939.

    13F-HR 0001172661-23-003824 filed by Jentner Corp
    Filed (acceptance time not in the bulk data set), ingested

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