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Disclosery

LWM ADVISORS INC: IWD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LWM ADVISORS INC on IWD, newest first. How the timeline and the estimate are built.

LWM ADVISORS INC held 125,487 IWD shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 125,487 shares
    Change vs previous 13F -2,000 shares

    23.49% of the 13F portfolio, value $31,112,058.

    13F-HR 0002085853-26-001113 filed by LWM ADVISORS INC
    Accepted , ingested

  2. period ended2026-06-30
    13F 127,487 shares
    Change vs previous 13F +2,193 shares

    23.05% of the 13F portfolio, value $30,906,714.

    13F-HR 0002085853-26-000680 filed by LWM ADVISORS INC
    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 125,294 shares
    Change vs previous 13F +7,814 shares

    23.22% of the 13F portfolio, value $26,771,602.

    13F-HR 0002085853-26-000343 filed by LWM ADVISORS INC
    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 117,480 shares
    Change vs previous 13F +1,505 shares

    21.73% of the 13F portfolio, value $24,710,745.

    13F-HR 0002085853-26-000024 filed by LWM ADVISORS INC
    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 115,975 shares
    Change vs previous 13F +1,616 shares

    21.21% of the 13F portfolio, value $23,611,351.

    13F-HR 0002085853-25-000014 filed by LWM ADVISORS INC
    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 114,359 shares
    Change vs previous 13F -422 shares

    21.36% of the 13F portfolio, value $22,211,951.

    13F-HR 0001667731-25-000739 filed by LWM ADVISORS INC
    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 114,781 shares
    Change vs previous 13F -3,627 shares

    21.84% of the 13F portfolio, value $21,240,227.

    13F-HR 0001667731-25-000622 filed by LWM ADVISORS INC
    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 118,408 shares
    Change vs previous 13F not available

    22% of the 13F portfolio, value $21,920,873.

    13F-HR 0001667731-25-000618 filed by LWM ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

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