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Disclosery

Lakewood Asset Management LLC: IWD position timeline

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

Lakewood Asset Management LLC held 3,947 IWD shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,947 shares
    Change vs previous 13F -174 shares

    0.52% of the 13F portfolio, value $956,836.

    13F-HR 0001754960-26-000685 filed by Lakewood Asset 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 ended2026-03-31
    13F 4,121 shares
    Change vs previous 13F -287 shares

    0.56% of the 13F portfolio, value $880,491.

    13F-HR 0001754960-26-000307 filed by Lakewood Asset 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 ended2025-12-31
    13F 4,408 shares
    Change vs previous 13F -280 shares

    0.54% of the 13F portfolio, value $927,207.

    13F-HR 0001754960-26-000120 filed by Lakewood Asset 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 ended2025-09-30
    13F 4,688 shares
    Change vs previous 13F +38 shares

    0.58% of the 13F portfolio, value $954,438.

    13F-HR 0001754960-25-000708 filed by Lakewood Asset 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 ended2025-06-30
    13F 4,650 shares
    Change vs previous 13F -386 shares

    0.6% of the 13F portfolio, value $903,176.

    13F-HR 0001754960-25-000411 filed by Lakewood Asset 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 ended2025-03-31
    13F 5,036 shares
    Change vs previous 13F +257 shares

    0.64% of the 13F portfolio, value $947,589.

    13F-HR 0001754960-25-000248 filed by Lakewood Asset Management LLC
    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 4,779 shares
    Change vs previous 13F +154 shares

    0.61% of the 13F portfolio, value $884,774.

    13F-HR 0001754960-25-000025 filed by Lakewood Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 4,625 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $877,802.

    13F-HR 0001754960-24-000473 filed by Lakewood Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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