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MONETARY MANAGEMENT GROUP INC: IWD position timeline

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

MONETARY MANAGEMENT GROUP INC held 24,227 IWD shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,227 shares
    Change vs previous 13F +835 shares

    1.21% of the 13F portfolio, value $5,873,352.

    13F-HR 0001214659-26-009971 filed by MONETARY MANAGEMENT GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 23,392 shares
    Change vs previous 13F +910 shares

    1.19% of the 13F portfolio, value $4,998,169.

    13F-HR 0001214659-26-006077 filed by MONETARY MANAGEMENT GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 22,482 shares
    Change vs previous 13F -1,217 shares

    1.09% of the 13F portfolio, value $4,728,864.

    13F-HR 0001214659-26-001476 filed by MONETARY MANAGEMENT GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 23,699 shares
    Change vs previous 13F +1,000 shares

    1.11% of the 13F portfolio, value $4,824,879.

    13F-HR 0001214659-25-016301 filed by MONETARY MANAGEMENT GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 22,699 shares
    Change vs previous 13F -100 shares

    1.09% of the 13F portfolio, value $4,408,827.

    13F-HR 0001214659-25-012119 filed by MONETARY MANAGEMENT GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 22,799 shares
    Change vs previous 13F -923 shares

    1.16% of the 13F portfolio, value $4,289,860.

    13F-HR 0001214659-25-007559 filed by MONETARY MANAGEMENT GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 23,722 shares
    Change vs previous 13F +300 shares

    1.14% of the 13F portfolio, value $4,391,654.

    13F-HR 0001214659-25-002536 filed by MONETARY MANAGEMENT GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 23,422 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $4,445,496.

    13F-HR 0001214659-24-018830 filed by MONETARY MANAGEMENT GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

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