McGlone Suttner Wealth Management, Inc.: IWD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of McGlone Suttner Wealth Management, Inc. on IWD, newest first. How the timeline and the estimate are built.
McGlone Suttner Wealth Management, Inc. held 8,935 IWD shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 8,935 sharesChange vs previous 13F -369 shares
0.25% of the 13F portfolio, value $2,166,112.
13F-HR 0001964819-26-000003 filed by McGlone Suttner Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 9,304 sharesChange vs previous 13F -436 shares
0.26% of the 13F portfolio, value $1,987,986.
13F-HR 0001964819-26-000002 filed by McGlone Suttner Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 9,740 sharesChange vs previous 13F +9,740 shares
0.28% of the 13F portfolio, value $2,048,712.
13F-HR 0001964819-26-000001 filed by McGlone Suttner Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 0 sharesChange vs previous 13F -13,385 shares
13F-HR 0001964819-25-000002 filed by McGlone Suttner Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-12-3113F 13,385 sharesChange vs previous 13F not available
0.41% of the 13F portfolio, value $2,477,932.
13F-HR 0001964819-25-000001 filed by McGlone Suttner Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).