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New Age Alpha Advisors, LLC: IWD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of New Age Alpha Advisors, LLC on IWD, newest first. How the timeline and the estimate are built.

New Age Alpha Advisors, LLC held 10,985 IWD shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,985 shares
    Change vs previous 13F +805 shares

    0.11% of the 13F portfolio, value $2,663,094.

    13F-HR 0001764807-26-000009 filed by New Age Alpha Advisors, LLC
    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 10,180 shares
    Change vs previous 13F -4,998 shares

    0.1% of the 13F portfolio, value $2,175,161.

    13F-HR 0001764807-26-000005 filed by New Age Alpha Advisors, LLC
    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 15,178 shares
    Change vs previous 13F +5,084 shares

    0.14% of the 13F portfolio, value $3,192,541.

    13F-HR 0001764807-26-000002 filed by New Age Alpha Advisors, LLC
    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 10,094 shares
    Change vs previous 13F -5,010 shares

    0.09% of the 13F portfolio, value $2,055,037.

    13F-HR 0001764807-25-000004 filed by New Age Alpha Advisors, LLC
    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 15,104 shares
    Change vs previous 13F +1,331 shares

    0.13% of the 13F portfolio, value $2,933,650.

    13F-HR 0001855205-25-000042 filed by New Age Alpha Advisors, LLC
    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 13,773 shares
    Change vs previous 13F +5,713 shares

    0.12% of the 13F portfolio, value $2,591,528.

    13F-HR 0001855205-25-000022 filed by New Age Alpha Advisors, LLC
    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/A 8,060 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,492,148.

    13F-HR/A 0001855205-25-000012 filed by New Age Alpha Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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