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Lion Street Advisors, LLC: IWD position timeline

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

Lion Street Advisors, LLC held 13,343 IWD shares at 2025-09-30 per its 13F-HR filed 2025-11-10.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 13,343 shares
    Change vs previous 13F -1,373 shares

    0.76% of the 13F portfolio, value $2,195,457.

    13F-HR 0001801991-25-000002 filed by Lion Street Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 14,716 shares
    Change vs previous 13F +2 shares

    0.87% of the 13F portfolio, value $2,858,309.

    13F-HR 0001085146-25-004168 filed by Lion Street Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 14,714 shares
    Change vs previous 13F +1,500 shares

    0.88% of the 13F portfolio, value $2,768,587.

    13F-HR 0001085146-25-002198 filed by Lion Street Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 13,214 shares
    Change vs previous 13F +300 shares

    0.78% of the 13F portfolio, value $2,446,308.

    13F-HR 0001085146-25-000506 filed by Lion Street Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 12,914 shares
    Change vs previous 13F -320 shares

    0.85% of the 13F portfolio, value $2,451,077.

    13F-HR 0001085146-24-004781 filed by Lion Street Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 13,234 shares
    Change vs previous 13F -550 shares

    0.85% of the 13F portfolio, value $2,308,936.

    13F-HR 0001085146-24-002866 filed by Lion Street Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 13,784 shares
    Change vs previous 13F 0 shares

    0.93% of the 13F portfolio, value $2,277,808.

    13F-HR 0001085146-24-001762 filed by Lion Street Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 13,784 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $2,277,808.

    13F-HR 0001085146-24-000125 filed by Lion Street Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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