Navigation Wealth Management, Inc.: IWD position timeline

Navigation Wealth Management, Inc. held 2,721 IWD shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 2,721 shares

   Change vs previous 13F +78 shares

   0.91% of the 13F portfolio, value $659,652.

   13F-HR 0001839930-26-000003 filed by Navigation Wealth Management, Inc.
   Filed 2026-07-16 (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).

2. period ended2026-03-31

   13F 2,643 shares

   Change vs previous 13F +284 shares

   2.04% of the 13F portfolio, value $564,730.

   13F-HR 0001839930-26-000002 filed by Navigation Wealth Management, Inc.
   Filed 2026-04-22 (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 2,359 shares

   Change vs previous 13F +14 shares

   0.74% of the 13F portfolio, value $496,192.

   13F-HR 0001839930-26-000001 filed by Navigation Wealth Management, Inc.
   Filed 2026-01-29 (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 2,345 shares

   Change vs previous 13F +764 shares

   0.7% of the 13F portfolio, value $477,606.

   13F-HR 0001839930-25-000002 filed by Navigation Wealth Management, Inc.
   Filed 2025-10-28 (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 1,581 shares

   Change vs previous 13F not available

   0.45% of the 13F portfolio, value $307,078.

   13F-HR 0001085146-25-003696 filed by Navigation Wealth Management, Inc.
   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).