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LANDAAS & CO /WI /ADV: IWD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LANDAAS & CO /WI /ADV on IWD, newest first. How the timeline and the estimate are built.

LANDAAS & CO /WI /ADV held 385,177 IWD shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 385,177 shares
    Change vs previous 13F +11,654 shares

    16.99% of the 13F portfolio, value $93,378,445.

    13F-HR 0000913990-26-000011 filed by LANDAAS & CO /WI /ADV
    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 373,523 shares
    Change vs previous 13F +8,326 shares

    17.51% of the 13F portfolio, value $79,810,718.

    13F-HR 0000913990-26-000010 filed by LANDAAS & CO /WI /ADV
    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 365,197 shares
    Change vs previous 13F +4,073 shares

    16.9% of the 13F portfolio, value $76,816,102.

    13F-HR 0000913990-26-000006 filed by LANDAAS & CO /WI /ADV
    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 361,124 shares
    Change vs previous 13F +410 shares

    16.71% of the 13F portfolio, value $73,521,000.

    13F-HR 0001104659-25-106012 filed by LANDAAS & CO /WI /ADV
    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 360,714 shares
    Change vs previous 13F +821 shares

    16.73% of the 13F portfolio, value $70,062,000.

    13F-HR 0001104659-25-075989 filed by LANDAAS & CO /WI /ADV
    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 359,893 shares
    Change vs previous 13F +4,749 shares

    18.72% of the 13F portfolio, value $67,718,000.

    13F-HR 0001104659-25-043909 filed by LANDAAS & CO /WI /ADV
    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 355,144 shares
    Change vs previous 13F -2,981 shares

    18.2% of the 13F portfolio, value $65,748,000.

    13F-HR 0001104659-25-018020 filed by LANDAAS & CO /WI /ADV
    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 358,125 shares
    Change vs previous 13F not available

    18.93% of the 13F portfolio, value $67,972,000.

    13F-HR 0001104659-24-116655 filed by LANDAAS & CO /WI /ADV
    Filed (acceptance time not in the bulk data set), ingested

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