Mirador Capital Partners LP: IWD position timeline

Mirador Capital Partners LP held 2,840 IWD shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 2,840 shares

   Change vs previous 13F +11 shares

   0.08% of the 13F portfolio, value $704,071.

   13F-HR 0001085146-26-000872 filed by Mirador Capital Partners LP
   Accepted 2026-10-09 21:00:08 UTC, ingested 2026-10-09 21:01:06 UTC

2. period ended2026-06-30

   13F 2,829 shares

   Change vs previous 13F +9 shares

   0.08% of the 13F portfolio, value $685,915.

   13F-HR 0001633446-26-000003 filed by Mirador Capital Partners LP
   Filed 2026-07-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 2,820 shares

   Change vs previous 13F +10 shares

   0.09% of the 13F portfolio, value $602,650.

   13F-HR 0001633446-26-000002 filed by Mirador Capital Partners LP
   Filed 2026-04-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 2,810 shares

   Change vs previous 13F +14 shares

   0.08% of the 13F portfolio, value $590,982.

   13F-HR 0001633446-26-000001 filed by Mirador Capital Partners LP
   Filed 2026-01-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-09-30

   13F 2,796 shares

   Change vs previous 13F +12 shares

   0.08% of the 13F portfolio, value $569,255.

   13F-HR 0001085146-25-005813 filed by Mirador Capital Partners LP
   Filed 2025-10-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

6. period ended2025-06-30

   13F 2,784 shares

   Change vs previous 13F +13 shares

   0.09% of the 13F portfolio, value $540,678.

   13F-HR 0001085146-25-003679 filed by Mirador Capital Partners LP
   Filed 2025-07-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

7. period ended2025-03-31

   13F 2,771 shares

   Change vs previous 13F +11 shares

   0.09% of the 13F portfolio, value $521,479.

   13F-HR 0001085146-25-001940 filed by Mirador Capital Partners LP
   Filed 2025-04-09 (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).

8. period ended2024-12-31

   13F 2,760 shares

   Change vs previous 13F not available

   0.09% of the 13F portfolio, value $510,908.

   13F-HR 0001085146-25-000187 filed by Mirador Capital Partners LP
   Filed 2025-01-15 (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).