Lindbrook Capital, LLC: IWD position timeline

Lindbrook Capital, LLC held 80,129 IWD shares at 2025-03-31 per its 13F-HR filed 2025-05-05.

the latest 13F is the newest step

1. period ended2025-03-31

   13F 80,129 shares

   Change vs previous 13F -1,589 shares

   1.39% of the 13F portfolio, value $15,077,105.

   13F-HR 0001767045-25-000002 filed by Lindbrook Capital, LLC
   Filed 2025-05-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

2. period ended2024-12-31

   13F 81,718 shares

   Change vs previous 13F -1,802 shares

   1.36% of the 13F portfolio, value $15,128,460.

   13F-HR 0001767045-25-000001 filed by Lindbrook Capital, LLC
   Filed 2025-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

3. period ended2024-09-30

   13F 83,520 shares

   Change vs previous 13F -9,464 shares

   1.4% of the 13F portfolio, value $15,852,026.

   13F-HR 0001767045-24-000006 filed by Lindbrook Capital, LLC
   Filed 2024-11-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

4. period ended2024-06-30

   13F 92,984 shares

   Change vs previous 13F -3,409 shares

   1.52% of the 13F portfolio, value $16,222,955.

   13F-HR 0001767045-24-000003 filed by Lindbrook Capital, LLC
   Filed 2024-07-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

5. period ended2024-03-31

   13F 96,393 shares

   Change vs previous 13F -943 shares

   1.62% of the 13F portfolio, value $17,264,977.

   13F-HR 0001767045-24-000002 filed by Lindbrook Capital, LLC
   Filed 2024-04-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

6. period ended2023-12-31

   13F 97,336 shares

   Change vs previous 13F -6,195 shares

   1.61% of the 13F portfolio, value $16,084,775.

   13F-HR 0001767045-24-000001 filed by Lindbrook Capital, LLC
   Filed 2024-02-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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

7. period ended2023-09-30

   13F 103,531 shares

   Change vs previous 13F -285 shares

   1.76% of the 13F portfolio, value $15,718,077.

   13F-HR 0001767045-23-000004 filed by Lindbrook Capital, LLC
   Filed 2023-10-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

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

8. period ended2023-06-30

   13F 103,816 shares

   Change vs previous 13F not available

   1.74% of the 13F portfolio, value $16,385,279.

   13F-HR 0001767045-23-000003 filed by Lindbrook Capital, LLC
   Filed 2023-07-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

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