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LBJ Family Wealth Advisors, Ltd.: IWD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LBJ Family Wealth Advisors, Ltd. on IWD, newest first. How the timeline and the estimate are built.

LBJ Family Wealth Advisors, Ltd. held 155,598 IWD shares at 2026-09-30 per its 13F-HR filed 2026-10-01.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 155,598 shares
    Change vs previous 13F +461 shares

    19.7% of the 13F portfolio, value $38,577,000.

    13F-HR 0001601622-26-000005 filed by LBJ Family Wealth Advisors, Ltd.
    Accepted , ingested

  2. period ended2026-06-30
    13F 155,137 shares
    Change vs previous 13F -1,827 shares

    19.2% of the 13F portfolio, value $37,659,000.

    13F-HR 0001601622-26-000003 filed by LBJ Family Wealth Advisors, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 156,964 shares
    Change vs previous 13F -3,588 shares

    19.27% of the 13F portfolio, value $32,871,000.

    13F-HR 0001601622-26-000002 filed by LBJ Family Wealth Advisors, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 160,552 shares
    Change vs previous 13F -3,698 shares

    18.57% of the 13F portfolio, value $33,771,000.

    13F-HR 0001601622-26-000001 filed by LBJ Family Wealth Advisors, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 164,250 shares
    Change vs previous 13F -615 shares

    18.23% of the 13F portfolio, value $33,440,000.

    13F-HR 0001601622-25-000009 filed by LBJ Family Wealth Advisors, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 164,865 shares
    Change vs previous 13F +265 shares

    18.63% of the 13F portfolio, value $32,022,000.

    13F-HR 0001601622-25-000006 filed by LBJ Family Wealth Advisors, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 164,600 shares
    Change vs previous 13F -3,916 shares

    19.77% of the 13F portfolio, value $30,971,000.

    13F-HR 0001601622-25-000002 filed by LBJ Family Wealth Advisors, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F/A 168,516 shares
    Change vs previous 13F not available

    18.6% of the 13F portfolio, value $31,197,000.

    13F-HR/A 0001601622-25-000003 filed by LBJ Family Wealth Advisors, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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