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NESTEGG ADVISORS, INC.: IWD position timeline

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

NESTEGG ADVISORS, INC. held 80,035 IWD shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 80,035 shares
    Change vs previous 13F +746 shares

    13.72% of the 13F portfolio, value $19,402,951.

    13F-HR 0001951757-26-001004 filed by NESTEGG ADVISORS, 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 79,289 shares
    Change vs previous 13F +2,745 shares

    14.88% of the 13F portfolio, value $16,941,689.

    13F-HR 0001951757-26-000536 filed by NESTEGG ADVISORS, 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 76,544 shares
    Change vs previous 13F -83 shares

    13.75% of the 13F portfolio, value $16,100,212.

    13F-HR 0001951757-26-000255 filed by NESTEGG ADVISORS, 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 76,627 shares
    Change vs previous 13F +100 shares

    13.85% of the 13F portfolio, value $15,600,504.

    13F-HR 0001951757-25-001190 filed by NESTEGG ADVISORS, 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 76,527 shares
    Change vs previous 13F +458 shares

    14.31% of the 13F portfolio, value $14,863,786.

    13F-HR 0001951757-25-000978 filed by NESTEGG ADVISORS, 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 76,069 shares
    Change vs previous 13F -792 shares

    15.21% of the 13F portfolio, value $14,313,142.

    13F-HR 0001951757-25-000559 filed by NESTEGG ADVISORS, 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 76,861 shares
    Change vs previous 13F not available

    15.12% of the 13F portfolio, value $14,945,547.

    13F-HR 0001951757-25-000284 filed by NESTEGG ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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