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Disclosery

Kelsey Financial, LLC: IWD position timeline

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

Kelsey Financial, LLC held 50,631 IWD shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 50,631 shares
    Change vs previous 13F +595 shares

    9.31% of the 13F portfolio, value $12,274,404.

    13F-HR 0002022609-26-000003 filed by Kelsey 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 50,036 shares
    Change vs previous 13F -11,360 shares

    9.35% of the 13F portfolio, value $10,691,275.

    13F-HR 0002022609-26-000002 filed by Kelsey 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 61,396 shares
    Change vs previous 13F not available

    11.09% of the 13F portfolio, value $12,914,000.

    13F-HR 0002022609-26-000001 filed by Kelsey Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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