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Disclosery

Nadler Financial Group, Inc.: IWD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Nadler Financial Group, Inc. on IWD, newest first. How the timeline and the estimate are built.

Nadler Financial Group, Inc. held 119,675 IWD shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 119,675 shares
    Change vs previous 13F -369 shares

    2.46% of the 13F portfolio, value $29,012,828.

    13F-HR 0001541787-26-000008 filed by Nadler Financial 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 120,044 shares
    Change vs previous 13F -18,283 shares

    2.47% of the 13F portfolio, value $25,649,810.

    13F-HR 0001541787-26-000006 filed by Nadler Financial 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 138,327 shares
    Change vs previous 13F -4,896 shares

    2.71% of the 13F portfolio, value $29,095,656.

    13F-HR 0001541787-26-000005 filed by Nadler Financial 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 143,223 shares
    Change vs previous 13F -55,597 shares

    2.78% of the 13F portfolio, value $29,158,813.

    13F-HR 0001541787-25-000008 filed by Nadler Financial 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 198,820 shares
    Change vs previous 13F -9,982 shares

    3.95% of the 13F portfolio, value $38,616,887.

    13F-HR 0001541787-25-000005 filed by Nadler Financial 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 208,802 shares
    Change vs previous 13F -4,273 shares

    4.35% of the 13F portfolio, value $39,288,097.

    13F-HR 0001541787-25-000004 filed by Nadler Financial 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 213,075 shares
    Change vs previous 13F -4,810 shares

    4.16% of the 13F portfolio, value $39,446,503.

    13F-HR 0001541787-25-000003 filed by Nadler Financial 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 217,885 shares
    Change vs previous 13F not available

    4.56% of the 13F portfolio, value $41,354,526.

    13F-HR 0001541787-24-000007 filed by Nadler Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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