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Maxele Advisors, LLC: IWD position timeline

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

Maxele Advisors, LLC held 7,430 IWD shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,430 shares
    Change vs previous 13F +1 shares

    1.26% of the 13F portfolio, value $1,801,350.

    13F-HR 0002096567-26-000002 filed by Maxele 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 ended2025-12-31
    13F 7,429 shares
    Change vs previous 13F -50 shares

    1.27% of the 13F portfolio, value $1,562,698.

    13F-HR 0002096567-26-000001 filed by Maxele 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 ended2025-09-30
    13F 7,479 shares
    Change vs previous 13F +20 shares

    1.31% of the 13F portfolio, value $1,522,588.

    13F-HR 0002096567-25-000001 filed by Maxele 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 ended2025-06-30
    13F 7,459 shares
    Change vs previous 13F +55 shares

    1.26% of the 13F portfolio, value $1,448,775.

    13F-HR 0002096567-25-000008 filed by Maxele 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 ended2025-03-31
    13F 7,404 shares
    Change vs previous 13F +76 shares

    1.35% of the 13F portfolio, value $1,393,136.

    13F-HR 0002096567-25-000007 filed by Maxele 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 ended2024-12-31
    13F 7,328 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $1,356,707.

    13F-HR 0002096567-25-000006 filed by Maxele Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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