MJP ASSOCIATES INC /ADV: IWD position timeline

MJP ASSOCIATES INC /ADV held 0 IWD shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 0 shares

   Change vs previous 13F -1,725 shares

   13F-HR 0001765380-26-000331 filed by MJP ASSOCIATES INC /ADV
   Filed 2026-08-11 (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).

   Exited: the 13F for this period no longer lists the position.

2. period ended2026-03-31

   13F 1,725 shares

   Change vs previous 13F -129 shares

   0.04% of the 13F portfolio, value $368,581.

   13F-HR 0001765380-26-000155 filed by MJP ASSOCIATES INC /ADV
   Filed 2026-05-05 (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).

3. period ended2025-12-31

   13F 1,854 shares

   Change vs previous 13F -174,307 shares

   0.05% of the 13F portfolio, value $389,970.

   13F-HR 0001765380-26-000068 filed by MJP ASSOCIATES INC /ADV
   Filed 2026-02-06 (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).

4. period ended2025-09-30

   13F 176,161 shares

   Change vs previous 13F -5,736 shares

   4.73% of the 13F portfolio, value $35,864,590.

   13F-HR 0001765380-25-000449 filed by MJP ASSOCIATES INC /ADV
   Filed 2025-11-07 (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).

5. period ended2025-06-30

   13F 181,897 shares

   Change vs previous 13F +181,897 shares

   5.24% of the 13F portfolio, value $35,329,788.

   13F-HR 0001765380-25-000318 filed by MJP ASSOCIATES INC /ADV
   Filed 2025-08-08 (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).

6. period ended2025-03-31

   13F 0 shares

   Change vs previous 13F -1,544 shares

   13F-HR 0001765380-25-000155 filed by MJP ASSOCIATES INC /ADV
   Filed 2025-04-30 (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).

   Exited: the 13F for this period no longer lists the position.

7. period ended2024-12-31

   13F 1,544 shares

   Change vs previous 13F +8 shares

   0.05% of the 13F portfolio, value $285,813.

   13F-HR 0001765380-25-000110 filed by MJP ASSOCIATES INC /ADV
   Filed 2025-02-14 (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).

8. period ended2024-09-30

   13F 1,536 shares

   Change vs previous 13F not available

   0.06% of the 13F portfolio, value $291,566.

   13F-HR 0001765380-24-000434 filed by MJP ASSOCIATES INC /ADV
   Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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