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Disclosery

NorthCoast Asset Management LLC: IWD position timeline

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

NorthCoast Asset Management LLC held 75,245 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 75,245 shares
    Change vs previous 13F -8,710 shares

    0.4% of the 13F portfolio, value $18,241,772.

    13F-HR 0001765380-26-000370 filed by NorthCoast Asset Management 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 83,955 shares
    Change vs previous 13F +42,513 shares

    0.42% of the 13F portfolio, value $17,938,870.

    13F-HR 0001765380-26-000207 filed by NorthCoast Asset Management 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 41,442 shares
    Change vs previous 13F -875,513 shares

    0.19% of the 13F portfolio, value $8,717,069.

    13F-HR 0001765380-26-000111 filed by NorthCoast Asset Management 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 916,955 shares
    Change vs previous 13F -3,965 shares

    0.73% of the 13F portfolio, value $186,683,370.

    13F-HR 0001665198-25-000016 filed by NorthCoast Asset Management 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 920,920 shares
    Change vs previous 13F -20,315 shares

    0.76% of the 13F portfolio, value $178,870,571.

    13F-HR 0001665198-25-000007 filed by NorthCoast Asset Management 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/A 941,235 shares
    Change vs previous 13F +79,475 shares

    0.89% of the 13F portfolio, value $177,103,250.

    13F-HR/A 0001665198-25-000006 filed by NorthCoast Asset Management 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 861,760 shares
    Change vs previous 13F +36,616 shares

    0.78% of the 13F portfolio, value $159,538,242.

    13F-HR/A 0001665198-25-000010 filed by NorthCoast Asset Management LLC
    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 825,144 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $74,918,552.

    13F-HR 0001665198-24-000013 filed by NorthCoast Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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